Lido Advisors
LUNG icon

Lido Advisors’s Pulmonx LUNG Stock Holding History

Lido Advisors’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,575
Closed -$152K – 1267
2023
Q1 		$152K Sell
13,575
-2,000
-13% -$19.7K ﹤0.01% 1045
2022
Q4 		$131K Sell
15,575
-12,333
-44% -$117K ﹤0.01% 946
2022
Q3 		$464K Sell
27,908
-147
-0.5% -$2.71K 0.01% 575
2022
Q2 		$412K Buy
28,055
+147
+0.5% +$3.03K 0.01% 600
2022
Q1 		$692K Buy
27,908
+1,421
+5% +$36.7K 0.01% 490
2021
Q4 		$849K Sell
26,487
-4,524
-15% -$165K 0.01% 457
2021
Q3 		$1.11M Sell
31,011
-26,564
-46% -$1.05M 0.02% 379
2021
Q2 		$2.54M Buy
+57,575
New +$2.51M 0.04% 227

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's LUNG Position: Q2 2023 in Review

Lido Advisors sold out of Pulmonx (LUNG) in Q2 2023, closing a stake of 13,575 shares — an estimated $152K sold.

Lido Advisors first reported a position in LUNG in Q2 2021 and held it in 8 quarters. The position peaked at $2.54M in Q2 2021. 115 funds tracked by Wall St. Rank hold LUNG as of Q2 2023.

  • Lido Advisors reported no remaining Pulmonx position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 13,575 Pulmonx shares in Q2 2023, an estimated $152K.
  • Lido Advisors first reported a position in Pulmonx in Q2 2021 and held it in 8 quarters.
  • Lido Advisors's Pulmonx position peaked at $2.54M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Pulmonx as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.