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Madison Investment Advisors’s Lumen LUMN Stock Holding History

Madison Investment Advisors’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 		$658K Buy
+124,000
New +$856K 0.01% 299

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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Madison Investment Advisors's LUMN Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Lumen (LUMN) in Q4 2024: 124,000 shares worth $658K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Madison Investment Advisors held 124,000 shares of Lumen worth $658K as of Q4 2024.
  • Lumen was a new Madison Investment Advisors position in Q4 2024.
  • Lumen made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #299 holding.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.