Evercore Wealth Management’s Lucid Motors LCID Stock Holding History

Evercore Wealth Management’s Portfolio LCID Stock Details LCID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,564	Closed	-$311K	–	437
2023 Q3	$311K	Hold	5,564	–	–	0.01%	314
2023 Q2	$383K	Buy	5,564 +1,294	+30%	+$92.3K	0.01%	302
2023 Q1	$343K	Hold	4,270	–	–	0.01%	307
2022 Q4	$292K	Sell	4,270 -100	-2%	-$11K	0.01%	324
2022 Q3	$610K	Buy	+4,370	New	+$757K	0.01%	241

Other funds holding LCID

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's LCID Position: Q4 2023 in Review

Evercore Wealth Management sold out of Lucid Motors (LCID) in Q4 2023, closing a stake of 5,564 shares — an estimated $311K sold.

Evercore Wealth Management first reported a position in LCID in Q3 2022 and held it in 5 quarters. The position peaked at $610K in Q3 2022. 498 funds tracked by Wall St. Rank hold LCID as of Q4 2023.

Evercore Wealth Management reported no remaining Lucid Motors position as of Q4 2023 after selling out during the quarter.
Evercore Wealth Management sold 5,564 Lucid Motors shares in Q4 2023, an estimated $311K.
Evercore Wealth Management first reported a position in Lucid Motors in Q3 2022 and held it in 5 quarters.
Evercore Wealth Management's Lucid Motors position peaked at $610K in Q3 2022.
498 funds tracked by Wall St. Rank held Lucid Motors as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.