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Gratus Capital’s Lumen LUMN Stock Holding History

Gratus Capital’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
Q2 		$25.1K Buy
22,815
+23
+0.1% +$29 ﹤0.01% 374
2024
Q1 		$35.6K Hold
22,792
– – ﹤0.01% 318
2023
Q4 		$41.7K Buy
+22,792
New +$32.3K ﹤0.01% 264

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $138B AUM 41.87% 1-Year Est. Return

Gratus Capital's LUMN Position: Q2 2024 in Review

Gratus Capital increased its Lumen (LUMN) stake by 0.1% in Q2 2024, buying an estimated $29 and bringing the position to 22,815 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Gratus Capital first reported a position in LUMN in Q4 2023 and has held it in 3 quarters since. The position peaked at $41.7K in Q4 2023. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Gratus Capital held 22,815 shares of Lumen worth $25.1K as of Q2 2024.
  • Gratus Capital bought 23 Lumen shares in Q2 2024, an estimated $29.
  • Lumen made up ﹤0.01% of Gratus Capital's portfolio in Q2 2024, its #374 holding.
  • Gratus Capital first reported a position in Lumen in Q4 2023 and has held it in 3 quarters since.
  • Gratus Capital's Lumen position peaked at $41.7K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.