Envestnet Asset Management
LUMO

Envestnet Asset Management’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Envestnet Asset Management’s Portfolio LUMO Stock Details LUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,475
Closed -$45.2K – 4340
2024
Q2 		$45.2K Buy
19,475
+3,360
+21% +$8.68K ﹤0.01% 4111
2024
Q1 		$45.4K Buy
16,115
+4,173
+35% +$12.4K ﹤0.01% 4114
2023
Q4 		$38K Buy
11,942
+497
+4% +$1.69K ﹤0.01% 3998
2023
Q3 		$37.8K Sell
11,445
-198
-2% -$617 ﹤0.01% 3952
2023
Q2 		$38.4K Sell
11,643
-134
-1% -$473 ﹤0.01% 3893
2023
Q1 		$39.1K Buy
11,777
+1,268
+12% +$4.44K ﹤0.01% 3873
2022
Q4 		$37.9K Buy
+10,509
New +$68.7K ﹤0.01% 3891
2022
Q1 		– Sell
-10,368
Closed -$72K – 4085
2021
Q4 		$72K Buy
+10,368
New +$87.1K ﹤0.01% 3789

Other funds holding LUMO

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

Envestnet Asset Management's LUMO Position: Q3 2024 in Review

Envestnet Asset Management sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q3 2024, closing a stake of 19,475 shares — an estimated $45.2K sold.

Envestnet Asset Management first reported a position in LUMO in Q4 2021 and held it in 8 quarters. The position peaked at $72K in Q4 2021. 28 funds tracked by Wall St. Rank hold LUMO as of Q3 2024.

  • Envestnet Asset Management reported no remaining Lumos Pharma, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 19,475 Lumos Pharma, Inc. Common Stock shares in Q3 2024, an estimated $45.2K.
  • Envestnet Asset Management first reported a position in Lumos Pharma, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • Envestnet Asset Management's Lumos Pharma, Inc. Common Stock position peaked at $72K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.