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LUMN icon

Mirova’s Lumen LUMN Stock Holding History

Mirova’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
2023
Q3 		– Sell
-62,440
Closed -$141K – 145
2023
Q2 		$141K Sell
62,440
-103,639
-62% -$228K 0.02% 128
2023
Q1 		$440K Buy
+166,079
New +$670K 0.06% 115
2022
Q2 		– Sell
-138,917
Closed -$1.56M – 198
2022
Q1 		$1.56M Sell
138,917
-79
-0.1% -$904 0.21% 67
2021
Q4 		$1.74M Sell
138,996
-37,075
-21% -$472K 0.21% 64
2021
Q3 		$2.18M Buy
176,071
+15,954
+10% +$200K 0.28% 47
2021
Q2 		$2.17M Buy
160,117
+4,725
+3% +$65.2K 0.26% 46
2021
Q1 		$2.07M Buy
155,392
+12,957
+9% +$161K 0.25% 47
2020
Q4 		$1.38M Buy
+142,435
New +$1.41M 0.18% 46

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mirova's LUMN Position: Q3 2023 in Review

Mirova sold out of Lumen (LUMN) in Q3 2023, closing a stake of 62,440 shares — an estimated $141K sold.

Mirova first reported a position in LUMN in Q4 2020 and held it in 8 quarters. The position peaked at $2.18M in Q3 2021. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

  • Mirova reported no remaining Lumen position as of Q3 2023 after selling out during the quarter.
  • Mirova sold 62,440 Lumen shares in Q3 2023, an estimated $141K.
  • Mirova first reported a position in Lumen in Q4 2020 and held it in 8 quarters.
  • Mirova's Lumen position peaked at $2.18M in Q3 2021.
  • 503 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on Mirova's 13F filing for Q3 2023, filed 14 Nov 2023.