Merit Financial Group’s Lotus Technology LOT Stock Holding History

Merit Financial Group’s Portfolio LOT Stock Details LOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,760	Closed	-$46.1K	–	1451
2024 Q4	$46.1K	Buy	+12,760	New	+$54K	﹤0.01%	1143

Other funds holding LOT

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Merit Financial Group's LOT Position: Q1 2025 in Review

Merit Financial Group sold out of Lotus Technology (LOT) in Q1 2025, closing a stake of 12,760 shares — an estimated $46.1K sold.

Merit Financial Group first reported a position in LOT in Q4 2024 and held it in 1 quarter. The position peaked at $46.1K in Q4 2024. 12 funds tracked by Wall St. Rank hold LOT as of Q1 2025.

Merit Financial Group reported no remaining Lotus Technology position as of Q1 2025 after selling out during the quarter.
Merit Financial Group sold 12,760 Lotus Technology shares in Q1 2025, an estimated $46.1K.
Merit Financial Group first reported a position in Lotus Technology in Q4 2024 and held it in 1 quarter.
Merit Financial Group's Lotus Technology position peaked at $46.1K in Q4 2024.
12 funds tracked by Wall St. Rank held Lotus Technology as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.