SWM
LILM

Sugarloaf Wealth Management’s Lilium N.V. Class A Ordinary Shares LILM Stock Holding History

Sugarloaf Wealth Management’s Portfolio LILM Stock Details LILM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,500
Closed -$4.4K – 704
2023
Q2 		$4.4K Buy
+2,500
New +$2.33K ﹤0.01% 555

Other funds holding LILM

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

Sugarloaf Wealth Management's LILM Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Lilium N.V. Class A Ordinary Shares (LILM) in Q3 2023, closing a stake of 2,500 shares — an estimated $4.4K sold.

Sugarloaf Wealth Management first reported a position in LILM in Q2 2023 and held it in 1 quarter. The position peaked at $4.4K in Q2 2023. 67 funds tracked by Wall St. Rank hold LILM as of Q3 2023.

  • Sugarloaf Wealth Management reported no remaining Lilium N.V. Class A Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,500 Lilium N.V. Class A Ordinary Shares shares in Q3 2023, an estimated $4.4K.
  • Sugarloaf Wealth Management first reported a position in Lilium N.V. Class A Ordinary Shares in Q2 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Lilium N.V. Class A Ordinary Shares position peaked at $4.4K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Lilium N.V. Class A Ordinary Shares as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.