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Macroview Investment Management’s Lumen LUMN Stock Holding History

Macroview 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
-648
Closed -$4.6K – 342
2024
Q3 		$4.6K Hold
648
– – ﹤0.01% 381
2024
Q2 		$713 Hold
648
– – ﹤0.01% 523
2024
Q1 		$1.01K Hold
648
– – ﹤0.01% 569
2023
Q4 		$1.19K Hold
648
– – ﹤0.01% 552
2023
Q3 		$921 Buy
+648
New +$1.1K ﹤0.01% 675
2015
Q2 		– Sell
-105,834
Closed -$3.66M – 123
2015
Q1 		$3.66M Buy
105,834
+15,746
+17% +$588K 3.41% 9
2014
Q4 		$3.57M Buy
90,088
+31,757
+54% +$1.27M 3.74% 8
2014
Q3 		$2.38M Sell
58,331
-24,668
-30% -$969K 3.2% 11
2014
Q2 		$3M Buy
+82,999
New +$2.98M 3.99% 8
2013
Q3 		– Sell
-66
Closed -$2K – 244
2013
Q2 		$2K Buy
+66
New +$2.4K ﹤0.01% 147

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $140B AUM 27.84% 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 $935B AUM

Macroview Investment Management's LUMN Position: Q4 2024 in Review

Macroview Investment Management sold out of Lumen (LUMN) in Q4 2024, closing a stake of 648 shares — an estimated $4.6K sold.

Macroview Investment Management first reported a position in LUMN in Q2 2013 and held it in 10 quarters. The position peaked at $3.66M in Q1 2015. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Macroview Investment Management reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 648 Lumen shares in Q4 2024, an estimated $4.6K.
  • Macroview Investment Management first reported a position in Lumen in Q2 2013 and held it in 10 quarters.
  • Macroview Investment Management's Lumen position peaked at $3.66M in Q1 2015.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.