Grantham, Mayo, Van Otterloo & Co (GMO)
LUMN icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Lumen LUMN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2018
Q1 		– Sell
-3,927,200
Closed -$65.5M – 607
2017
Q4 		$65.5M Hold
3,927,200
– – 0.39% 58
2017
Q3 		$74.2M Buy
+3,927,200
New +$82.7M 0.43% 54

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Grantham, Mayo, Van Otterloo & Co (GMO)'s LUMN Position: Q2 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Lumen (LUMN) in Q2 2023, closing a stake of 2,355,750 shares — an estimated $6.24M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LUMN in Q3 2013 and held it in 17 quarters. The position peaked at $65.5M in Q4 2017. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,355,750 Lumen shares in Q2 2023, an estimated $6.24M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Lumen in Q3 2013 and held it in 17 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Lumen position peaked at $65.5M in Q4 2017.
  • 554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2023, filed 14 Aug 2023.