Kayne Anderson Rudnick Investment Management
LUMN icon

Kayne Anderson Rudnick Investment Management’s Lumen LUMN Stock Holding History

Kayne Anderson Rudnick Investment Management’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
Q4 		– Sell
-49
Closed -$348 – 1012
2024
Q3 		$348 Buy
+49
New +$209 ﹤0.01% 953
2020
Q4 		– Sell
-543
Closed -$5K – 714
2020
Q3 		$5K Buy
+543
New +$5.64K ﹤0.01% 475

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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kayne Anderson Rudnick Investment Management's LUMN Position: Q4 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Lumen (LUMN) in Q4 2024, closing a stake of 49 shares — an estimated $348 sold.

Kayne Anderson Rudnick Investment Management first reported a position in LUMN in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 49 Lumen shares in Q4 2024, an estimated $348.
  • Kayne Anderson Rudnick Investment Management first reported a position in Lumen in Q3 2020 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's Lumen position peaked at $5K in Q3 2020.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.