UBS AM
LUNG icon

UBS AM’s Pulmonx LUNG Stock Holding History

UBS AM’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
2024
Q2 		– Sell
-28,068
Closed -$260K – 2852
2024
Q1 		$260K Hold
28,068
– – ﹤0.01% 2426
2023
Q4 		$358K Hold
28,068
– – ﹤0.01% 2389
2023
Q3 		$290K Buy
28,068
+13,221
+89% +$153K ﹤0.01% 2444
2023
Q2 		$166K Hold
14,847
– – ﹤0.01% 2594
2023
Q1 		$166K Buy
+14,847
New +$147K ﹤0.01% 2594
2022
Q2 		– Sell
-8,887
Closed -$220K – 2734
2022
Q1 		$220K Hold
8,887
– – ﹤0.01% 2659
2021
Q4 		$285K Buy
8,887
+2,241
+34% +$81.9K ﹤0.01% 2689
2021
Q3 		$239K Sell
6,646
-4,096
-38% -$161K ﹤0.01% 2662
2021
Q2 		$474K Buy
+10,742
New +$468K ﹤0.01% 2559

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM's LUNG Position: Q2 2024 in Review

UBS AM sold out of Pulmonx (LUNG) in Q2 2024, closing a stake of 28,068 shares — an estimated $260K sold.

UBS AM first reported a position in LUNG in Q2 2021 and held it in 9 quarters. The position peaked at $474K in Q2 2021. 111 funds tracked by Wall St. Rank hold LUNG as of Q2 2024.

  • UBS AM reported no remaining Pulmonx position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 28,068 Pulmonx shares in Q2 2024, an estimated $260K.
  • UBS AM first reported a position in Pulmonx in Q2 2021 and held it in 9 quarters.
  • UBS AM's Pulmonx position peaked at $474K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Pulmonx as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.