UCFA
LAZR

United Capital Financial Advisors’s Luminar Technologies LAZR Stock Holding History

United Capital Financial Advisors’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-738
Closed -$9.97K – 1085
2024
Q3 		$9.97K Buy
+738
New +$13.4K ﹤0.01% 1052
2024
Q2 		– Sell
-977
Closed -$28.9K – 1074
2024
Q1 		$28.9K Buy
+977
New +$35.6K ﹤0.01% 1073
2023
Q1 		– Sell
-3,192
Closed -$237K – 1023
2022
Q4 		$237K Sell
3,192
-551
-15% -$60K ﹤0.01% 939
2022
Q3 		$409K Buy
+3,743
New +$447K ﹤0.01% 807

Other funds holding LAZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

United Capital Financial Advisors's LAZR Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 738 shares — an estimated $9.97K sold.

United Capital Financial Advisors first reported a position in LAZR in Q3 2022 and held it in 4 quarters. The position peaked at $409K in Q3 2022. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 738 Luminar Technologies shares in Q4 2024, an estimated $9.97K.
  • United Capital Financial Advisors first reported a position in Luminar Technologies in Q3 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's Luminar Technologies position peaked at $409K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.