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Great Diamond Partners’s Lumen LUMN Stock Holding History

Great Diamond 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
2024
Q2 		– Sell
-10,100
Closed -$15.8K – 222
2024
Q1 		$15.8K Buy
+10,100
New +$15.8K ﹤0.01% 220
2020
Q1 		– Sell
-800
Closed -$10K – 398
2019
Q4 		$10K Buy
+800
New +$10.7K ﹤0.01% 562

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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

Great Diamond Partners's LUMN Position: Q2 2024 in Review

Great Diamond Partners sold out of Lumen (LUMN) in Q2 2024, closing a stake of 10,100 shares — an estimated $15.8K sold.

Great Diamond Partners first reported a position in LUMN in Q4 2019 and held it in 2 quarters. The position peaked at $15.8K in Q1 2024. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Great Diamond Partners reported no remaining Lumen position as of Q2 2024 after selling out during the quarter.
  • Great Diamond Partners sold 10,100 Lumen shares in Q2 2024, an estimated $15.8K.
  • Great Diamond Partners first reported a position in Lumen in Q4 2019 and held it in 2 quarters.
  • Great Diamond Partners's Lumen position peaked at $15.8K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Great Diamond Partners's 13F filing for Q2 2024, filed 29 Jul 2024.