Lake Street Advisors Group’s Ferrari RACE Stock Holding History

Lake Street Advisors Group’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$800K	Sell	1,884 -22	-1%	-$9.93K	0.04%	251
2024 Q3	$896K	Sell	1,906 -462	-20%	-$207K	0.04%	231
2024 Q2	$967K	Sell	2,368 -195	-8%	-$81.1K	0.05%	216
2024 Q1	$1.12M	Buy	2,563 +39	+2%	+$15.1K	0.05%	211
2023 Q4	$854K	Buy	+2,524	New	+$843K	0.04%	243
2021 Q3	–	Sell	-1,284	Closed	-$287K	–	380
2021 Q2	$287K	Buy	1,284 +115	+10%	+$24K	0.02%	253
2021 Q1	$245K	Buy	1,169 +26	+2%	+$5.32K	0.02%	267
2020 Q4	$262K	Buy	+1,143	New	+$233K	0.02%	247

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Advisors Group's RACE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Ferrari (RACE) stake by 1.2% in Q4 2024, selling an estimated $9.93K and leaving 1,884 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #251.

Lake Street Advisors Group first reported a position in RACE in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2024. 718 funds tracked by Wall St. Rank hold RACE as of Q4 2024.

Lake Street Advisors Group held 1,884 shares of Ferrari worth $800K as of Q4 2024.
Lake Street Advisors Group sold 22 Ferrari shares in Q4 2024, an estimated $9.93K.
Ferrari made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #251 holding.
Lake Street Advisors Group first reported a position in Ferrari in Q4 2020 and has held it in 8 quarters since.
Lake Street Advisors Group's Ferrari position peaked at $1.12M in Q1 2024.
718 funds tracked by Wall St. Rank held Ferrari as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.