RIM
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Rampart Investment Management’s Lumen LUMN Stock Holding History

Rampart 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
2020
Q4 		– Sell
-24,466
Closed -$247K – 220
2020
Q3 		$247K Sell
24,466
-24,322
-50% -$253K 0.16% 147
2020
Q2 		$489K Buy
48,788
+39,414
+420% +$394K 0.08% 262
2020
Q1 		$89K Sell
9,374
-23,330
-71% -$292K 0.04% 349
2019
Q4 		$432K Sell
32,704
-17,254
-35% -$231K 0.05% 338
2019
Q3 		$623K Buy
49,958
+21
+0% +$249 0.08% 268
2019
Q2 		$587K Sell
49,937
-17,378
-26% -$196K 0.07% 295
2019
Q1 		$807K Buy
67,315
+58,394
+655% +$811K 0.09% 258
2018
Q4 		$135K Sell
8,921
-369,683
-98% -$7.06M 0.04% 339
2018
Q3 		$237K Buy
378,604
+361,720
+2,142% +$7.57M 0.1% 213
2018
Q2 		$315K Sell
16,884
-2,946
-15% -$53.5K 0.03% 400
2018
Q1 		$326K Buy
19,830
+6,678
+51% +$116K 0.03% 390
2017
Q4 		$219K Buy
13,152
+5,501
+72% +$93.3K 0.08% 259
2017
Q3 		$145K Buy
7,651
+472
+7% +$9.94K 0.05% 392
2017
Q2 		$171K Buy
7,179
+5,674
+377% +$143K 0.06% 338
2017
Q1 		$35K Buy
+1,505
New +$36.7K 0.01% 344

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rampart Investment Management's LUMN Position: Q4 2020 in Review

Rampart Investment Management sold out of Lumen (LUMN) in Q4 2020, closing a stake of 24,466 shares — an estimated $247K sold.

Rampart Investment Management first reported a position in LUMN in Q1 2017 and held it in 15 quarters. The position peaked at $807K in Q1 2019. 704 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

  • Rampart Investment Management reported no remaining Lumen position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 24,466 Lumen shares in Q4 2020, an estimated $247K.
  • Rampart Investment Management first reported a position in Lumen in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Lumen position peaked at $807K in Q1 2019.
  • 704 funds tracked by Wall St. Rank held Lumen as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.