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Lombard Odier Asset Management (USA)’s Lumen LUMN Stock Holding History

Lombard Odier Asset Management (USA)’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
2025
Q1 		– Sell
-140,000
Closed -$743K – 278
2024
Q4 		$743K Buy
140,000
+41,000
+41% +$283K 0.05% 164
2024
Q3 		$703K Sell
99,000
-1,401,000
-93% -$5.98M 0.05% 175
2024
Q2 		$1.65M Hold
1,500,000
– – 0.12% 90
2024
Q1 		$2.34M Buy
1,500,000
+1,076,400
+254% +$1.68M 0.06% 135
2023
Q4 		$775K Buy
+423,600
New +$600K 0.01% 220

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s LUMN Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of Lumen (LUMN) in Q1 2025, closing a stake of 140,000 shares — an estimated $743K sold.

Lombard Odier Asset Management (USA) first reported a position in LUMN in Q4 2023 and held it in 5 quarters. The position peaked at $2.34M in Q1 2024. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 140,000 Lumen shares in Q1 2025, an estimated $743K.
  • Lombard Odier Asset Management (USA) first reported a position in Lumen in Q4 2023 and held it in 5 quarters.
  • Lombard Odier Asset Management (USA)'s Lumen position peaked at $2.34M in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.