WT
LAZR

Whittier Trust’s Luminar Technologies LAZR Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-2,215
Closed -$5.43K – 1395
2025
Q3 		$5.43K Hold
2,215
– – ﹤0.01% 1219
2025
Q2 		$6.33K Hold
2,215
– – ﹤0.01% 1303
2025
Q1 		$11.9K Hold
2,215
– – ﹤0.01% 1197
2024
Q4 		$11.9K Sell
2,215
-1
-0% -$11 ﹤0.01% 1217
2024
Q3 		$29.6K Hold
2,216
– – ﹤0.01% 1014
2024
Q2 		$49.5K Hold
2,216
– – ﹤0.01% 912
2024
Q1 		$65.5K Hold
2,216
– – ﹤0.01% 877
2023
Q4 		$112K Hold
2,216
– – ﹤0.01% 746
2023
Q3 		$151K Hold
2,216
– – ﹤0.01% 682
2023
Q2 		$229K Hold
2,216
– – ﹤0.01% 606
2023
Q1 		$216K Hold
2,216
– – ﹤0.01% 641
2022
Q4 		$165K Hold
2,216
– – ﹤0.01% 697
2022
Q3 		$242K Hold
2,216
– – 0.01% 586
2022
Q2 		$197K Hold
2,216
– – ﹤0.01% 640
2022
Q1 		$519K Hold
2,216
– – 0.01% 484
2021
Q4 		$562K Sell
2,216
-4,451
-67% -$1.11M 0.01% 457
2021
Q3 		$1.56M Buy
6,667
+6,531
+4,802% +$1.73M 0.03% 302
2021
Q2 		$45K Buy
+136
New +$44.9K ﹤0.01% 979
2021
Q1 		– Sell
-1
Closed -$1K – 1525
2020
Q4 		$1K Buy
+1
New +$266 ﹤0.01% 1363

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Whittier Trust's LAZR Position: Q4 2025 in Review

Whittier Trust sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 2,215 shares — an estimated $5.43K sold.

Whittier Trust first reported a position in LAZR in Q4 2020 and held it in 19 quarters. The position peaked at $1.56M in Q3 2021. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Whittier Trust reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 2,215 Luminar Technologies shares in Q4 2025, an estimated $5.43K.
  • Whittier Trust first reported a position in Luminar Technologies in Q4 2020 and held it in 19 quarters.
  • Whittier Trust's Luminar Technologies position peaked at $1.56M in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.