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Carmichael Hill & Associates’s Lumen LUMN Stock Holding History

Carmichael Hill & Associates’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 		– Sell
-100
Closed -$183 – 801
2023
Q4 		$183 Buy
+100
New +$142 ﹤0.01% 777
2022
Q2 		– Sell
-16
Closed – – 848
2022
Q1 		$0 Hold
16
– – ﹤0.01% 819
2021
Q4 		$0 Buy
+16
New +$204 ﹤0.01% 822

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

Carmichael Hill & Associates's LUMN Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Lumen (LUMN) in Q1 2024, closing a stake of 100 shares — an estimated $183 sold.

Carmichael Hill & Associates first reported a position in LUMN in Q4 2021 and held it in 3 quarters. The position peaked at $183 in Q4 2023. 485 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Carmichael Hill & Associates reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 100 Lumen shares in Q1 2024, an estimated $183.
  • Carmichael Hill & Associates first reported a position in Lumen in Q4 2021 and held it in 3 quarters.
  • Carmichael Hill & Associates's Lumen position peaked at $183 in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.