LP
PEV

LMR Partners’s Phoenix Motor Inc. Common Stock PEV Stock Holding History

LMR Partners’s Portfolio PEV Stock Details PEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-276,571
Closed -$221K – 1358
2024
Q1 		$221K Sell
276,571
-6,193
-2% -$7.06K ﹤0.01% 856
2023
Q4 		$296K Buy
+282,764
New +$332K ﹤0.01% 701

Other funds holding PEV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners's PEV Position: Q2 2024 in Review

LMR Partners sold out of Phoenix Motor Inc. Common Stock (PEV) in Q2 2024, closing a stake of 276,571 shares — an estimated $221K sold.

LMR Partners first reported a position in PEV in Q4 2023 and held it in 2 quarters. The position peaked at $296K in Q4 2023. 7 funds tracked by Wall St. Rank hold PEV as of Q2 2024.

  • LMR Partners reported no remaining Phoenix Motor Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • LMR Partners sold 276,571 Phoenix Motor Inc. Common Stock shares in Q2 2024, an estimated $221K.
  • LMR Partners first reported a position in Phoenix Motor Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • LMR Partners's Phoenix Motor Inc. Common Stock position peaked at $296K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Phoenix Motor Inc. Common Stock as of Q2 2024.

Based on LMR Partners's 13F filing for Q2 2024, filed 14 Aug 2024.