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Castleview Partners’s Lumen LUMN Stock Holding History

Castleview Partners’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
2021
Q2 		$114K Buy
+8,373
New +$116K 0.05% 268

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's LUMN Position: Q2 2021 in Review

Castleview Partners opened a new position in Lumen (LUMN) in Q2 2021: 8,373 shares worth $114K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings.

720 funds tracked by Wall St. Rank hold LUMN as of Q2 2021.

  • Castleview Partners held 8,373 shares of Lumen worth $114K as of Q2 2021.
  • Lumen was a new Castleview Partners position in Q2 2021.
  • Lumen made up 0.05% of Castleview Partners's portfolio in Q2 2021, its #268 holding.
  • 720 funds tracked by Wall St. Rank held Lumen as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.