GCC
LUMN icon

Guardian Capital (Canada)’s Lumen LUMN Stock Holding History

Guardian Capital (Canada)’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
-13,129
Closed -$20.5K – 145
2024
Q1 		$20.5K Sell
13,129
-9,016
-41% -$14.1K ﹤0.01% 148
2023
Q4 		$40.5K Buy
22,145
+7,717
+53% +$10.9K ﹤0.01% 154
2023
Q3 		$20.5K Buy
+14,428
New +$24.4K ﹤0.01% 152
2014
Q1 		– Sell
-145,880
Closed -$4.65M – 218
2013
Q4 		$4.65M Hold
145,880
– – 0.07% 94
2013
Q3 		$4.58M Sell
145,880
-103,205
-41% -$3.51M 0.07% 91
2013
Q2 		$8.8M Buy
+249,085
New +$9.06M 0.16% 68

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 $3.38T AUM 44.17% 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

Guardian Capital (Canada)'s LUMN Position: Q2 2024 in Review

Guardian Capital (Canada) sold out of Lumen (LUMN) in Q2 2024, closing a stake of 13,129 shares — an estimated $20.5K sold.

Guardian Capital (Canada) first reported a position in LUMN in Q2 2013 and held it in 6 quarters. The position peaked at $8.8M in Q2 2013. 454 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Guardian Capital (Canada) reported no remaining Lumen position as of Q2 2024 after selling out during the quarter.
  • Guardian Capital (Canada) sold 13,129 Lumen shares in Q2 2024, an estimated $20.5K.
  • Guardian Capital (Canada) first reported a position in Lumen in Q2 2013 and held it in 6 quarters.
  • Guardian Capital (Canada)'s Lumen position peaked at $8.8M in Q2 2013.
  • 454 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2024, filed 13 Aug 2024.