VCIM
LMDX

Velan Capital Investment Management’s LumiraDx Limited Common Shares LMDX Stock Holding History

Velan Capital Investment Management’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-571,428
Closed -$514K – 38
2022
Q4 		$514K Hold
571,428
– – 0.45% 27
2022
Q3 		$583K Buy
+571,428
New +$948K 0.58% 21

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Velan Capital Investment Management's LMDX Position: Q1 2023 in Review

Velan Capital Investment Management sold out of LumiraDx Limited Common Shares (LMDX) in Q1 2023, closing a stake of 571,428 shares — an estimated $514K sold.

Velan Capital Investment Management first reported a position in LMDX in Q3 2022 and held it in 2 quarters. The position peaked at $583K in Q3 2022. 42 funds tracked by Wall St. Rank hold LMDX as of Q1 2023.

  • Velan Capital Investment Management reported no remaining LumiraDx Limited Common Shares position as of Q1 2023 after selling out during the quarter.
  • Velan Capital Investment Management sold 571,428 LumiraDx Limited Common Shares shares in Q1 2023, an estimated $514K.
  • Velan Capital Investment Management first reported a position in LumiraDx Limited Common Shares in Q3 2022 and held it in 2 quarters.
  • Velan Capital Investment Management's LumiraDx Limited Common Shares position peaked at $583K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q1 2023.

Based on Velan Capital Investment Management's 13F filing for Q1 2023, filed 15 May 2023.