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Benedetti & Gucer’s Lumen LUMN Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$18K Sell
11,364
-17,169
-60% -$26.8K 0.01% 142
2023
Q4 		$52.2K Sell
28,533
-3,851
-12% -$5.46K 0.03% 135
2023
Q3 		$46K Sell
32,384
-1,203
-4% -$2.04K 0.03% 135
2023
Q2 		$76K Sell
33,587
-2,248
-6% -$4.95K 0.04% 144
2023
Q1 		$95K Buy
+35,835
New +$145K 0.05% 143

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Benedetti & Gucer's LUMN Position: Q1 2024 in Review

Benedetti & Gucer reduced its Lumen (LUMN) stake by 60% in Q1 2024, selling an estimated $26.8K and leaving 11,364 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #142.

Benedetti & Gucer first reported a position in LUMN in Q1 2023 and has held it in 5 quarters since. The position peaked at $95K in Q1 2023. 485 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Benedetti & Gucer held 11,364 shares of Lumen worth $18K as of Q1 2024.
  • Benedetti & Gucer sold 17,169 Lumen shares in Q1 2024, an estimated $26.8K.
  • Lumen made up 0.01% of Benedetti & Gucer's portfolio in Q1 2024, its #142 holding.
  • Benedetti & Gucer first reported a position in Lumen in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Lumen position peaked at $95K in Q1 2023.
  • 485 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.