MTIM
LUMN icon

Marathon Trading Investment Management’s Lumen LUMN Stock Holding History

Marathon Trading 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
Q3 		– Sell
-20,000
Closed -$22K – 310
2024
Q2 		$22K Hold
20,000
– – ﹤0.01% 264
2024
Q1 		$31.2K Hold
20,000
– – ﹤0.01% 320
2023
Q4 		$36.6K Sell
20,000
-5,000
-20% -$7.09K ﹤0.01% 325
2023
Q3 		$35.5K Hold
25,000
– – ﹤0.01% 282
2023
Q2 		$56.5K Sell
25,000
-5,000
-17% -$11K ﹤0.01% 224
2023
Q1 		$79.5K Sell
30,000
-154,162
-84% -$622K 0.01% 218
2022
Q4 		$961K Buy
+184,162
New +$1.13M 0.12% 104

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Marathon Trading Investment Management's LUMN Position: Q3 2024 in Review

Marathon Trading Investment Management sold out of Lumen (LUMN) in Q3 2024, closing a stake of 20,000 shares — an estimated $22K sold.

Marathon Trading Investment Management first reported a position in LUMN in Q4 2022 and held it in 7 quarters. The position peaked at $961K in Q4 2022. 506 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Marathon Trading Investment Management reported no remaining Lumen position as of Q3 2024 after selling out during the quarter.
  • Marathon Trading Investment Management sold 20,000 Lumen shares in Q3 2024, an estimated $22K.
  • Marathon Trading Investment Management first reported a position in Lumen in Q4 2022 and held it in 7 quarters.
  • Marathon Trading Investment Management's Lumen position peaked at $961K in Q4 2022.
  • 506 funds tracked by Wall St. Rank held Lumen as of Q3 2024.

Based on Marathon Trading Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.