Sugarloaf Wealth Management’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Sugarloaf Wealth Management’s Portfolio LUMO Stock Details LUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,275	Closed	-$13K	–	733
2020 Q1	$13K	Buy	3,275 +2,997	+1,078%	+$41.9K	0.01%	403
2019 Q4	$6K	Buy	+278	New	+$3.97K	﹤0.01%	531

Other funds holding LUMO

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFG

Investors Financial Group Plymouth, Minnesota $215M AUM 19.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Sugarloaf Wealth Management's LUMO Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q2 2020, closing a stake of 3,275 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in LUMO in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2020. 43 funds tracked by Wall St. Rank hold LUMO as of Q2 2020.

Sugarloaf Wealth Management reported no remaining Lumos Pharma, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 3,275 Lumos Pharma, Inc. Common Stock shares in Q2 2020, an estimated $13K.
Sugarloaf Wealth Management first reported a position in Lumos Pharma, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
Sugarloaf Wealth Management's Lumos Pharma, Inc. Common Stock position peaked at $13K in Q1 2020.
43 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.