Valeo Financial Advisors’s Lucid Motors LCID Stock Holding History

Valeo Financial Advisors’s Portfolio LCID Stock Details LCID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,193	Closed	-$25.2K	–	862
2025 Q2	$25.2K	Buy	1,193 +106	+10%	+$2.54K	﹤0.01%	764
2025 Q1	$26.3K	Buy	1,087 +16	+1%	+$428	﹤0.01%	682
2024 Q4	$32.3K	Sell	1,071 -85	-7%	-$2.21K	﹤0.01%	726
2024 Q3	$40.8K	Sell	1,156 -361	-24%	-$12.6K	﹤0.01%	692
2024 Q2	$39.6K	Sell	1,517 -11	-0.7%	-$294	﹤0.01%	644
2024 Q1	$39K	Buy	1,528 +203	+15%	+$6.47K	﹤0.01%	639
2023 Q4	$55.8K	Buy	1,325 +204	+18%	+$9.16K	﹤0.01%	623
2023 Q3	$62.7K	Buy	+1,121	New	+$72.6K	﹤0.01%	600
2022 Q2	–	Sell	-1,171	Closed	-$297K	–	590
2022 Q1	$297K	Buy	+1,171	New	+$349K	0.02%	449
2021 Q3	–	Sell	-708	Closed	-$204K	–	607
2021 Q2	$204K	Sell	708 -48	-6%	-$10.5K	0.01%	441
2021 Q1	$175K	Buy	+756	New	+$202K	0.01%	475

Other funds holding LCID

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return