Freedom Investment Management’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Freedom Investment 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
2018 Q2	–	Sell	-3,632	Closed	-$237K	–	1166
2018 Q1	$237K	Buy	3,632 +58	+2%	+$4.11K	0.01%	969
2017 Q4	$261K	Buy	3,574 +93	+3%	+$7.69K	0.01%	940
2017 Q3	$319K	Sell	3,481 -186	-5%	-$14.3K	0.02%	817
2017 Q2	$243K	Buy	3,667 +21	+0.6%	+$2.6K	0.01%	898
2017 Q1	$791K	Sell	3,646 -432	-11%	-$61.7K	0.05%	371
2016 Q4	$377K	Sell	4,078 -1,105	-21%	-$125K	0.02%	592
2016 Q3	$701K	Sell	5,183 -162	-3%	-$16.1K	0.04%	352
2016 Q2	$542K	Buy	5,345 +233	+5%	+$28.9K	0.04%	394
2016 Q1	$837K	Buy	5,112 +485	+10%	+$98.3K	0.06%	252
2015 Q4	$1.51M	Buy	4,627 +3,954	+588%	+$1.29M	0.11%	127
2015 Q3	$228K	Sell	673 -1,665	-71%	-$731K	0.02%	577
2015 Q2	$932K	Buy	+2,338	New	+$993K	0.1%	169

Other funds holding LUMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's LUMO Position: Q2 2018 in Review

Freedom Investment Management sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q2 2018, closing a stake of 3,632 shares — an estimated $237K sold.

Freedom Investment Management first reported a position in LUMO in Q2 2015 and held it in 12 quarters. The position peaked at $1.51M in Q4 2015. 106 funds tracked by Wall St. Rank hold LUMO as of Q2 2018.

Freedom Investment Management reported no remaining Lumos Pharma, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
Freedom Investment Management sold 3,632 Lumos Pharma, Inc. Common Stock shares in Q2 2018, an estimated $237K.
Freedom Investment Management first reported a position in Lumos Pharma, Inc. Common Stock in Q2 2015 and held it in 12 quarters.
Freedom Investment Management's Lumos Pharma, Inc. Common Stock position peaked at $1.51M in Q4 2015.
106 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.