Beck Mack & Oliver’s Lumen LUMN Stock Holding History

Beck Mack & Oliver’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,500	Closed	-$294K	–	219
2019 Q3	$294K	Buy	1,500 +94	+7%	+$1.12K	0.01%	172
2019 Q2	$232K	Buy	+1,406	New	+$15.8K	0.01%	192

Other funds holding LUMN

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beck Mack & Oliver's LUMN Position: Q4 2024 in Review

Beck Mack & Oliver sold out of Lumen (LUMN) in Q4 2024, closing a stake of 22,923 shares — an estimated $163K sold.

Beck Mack & Oliver first reported a position in LUMN in Q2 2017 and held it in 30 quarters. The position peaked at $137M in Q3 2018. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Beck Mack & Oliver reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
Beck Mack & Oliver sold 22,923 Lumen shares in Q4 2024, an estimated $163K.
Beck Mack & Oliver first reported a position in Lumen in Q2 2017 and held it in 30 quarters.
Beck Mack & Oliver's Lumen position peaked at $137M in Q3 2018.
557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Beck Mack & Oliver's 13F filing for Q4 2024, filed 13 Feb 2025.