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Underhill Investment Management’s Lumen LUMN Stock Holding History

Underhill 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
2019
Q1 		– Sell
-181,925
Closed -$2.76M – 21
2018
Q4 		$2.76M Sell
181,925
-251,000
-58% -$4.79M 1.76% 16
2018
Q3 		$9.18M Buy
432,925
+32,550
+8% +$681K 4.5% 12
2018
Q2 		$7.46M Buy
+400,375
New +$7.27M 3.52% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Underhill Investment Management's LUMN Position: Q1 2019 in Review

Underhill Investment Management sold out of Lumen (LUMN) in Q1 2019, closing a stake of 181,925 shares — an estimated $2.76M sold.

Underhill Investment Management first reported a position in LUMN in Q2 2018 and held it in 3 quarters. The position peaked at $9.18M in Q3 2018. 750 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • Underhill Investment Management reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • Underhill Investment Management sold 181,925 Lumen shares in Q1 2019, an estimated $2.76M.
  • Underhill Investment Management first reported a position in Lumen in Q2 2018 and held it in 3 quarters.
  • Underhill Investment Management's Lumen position peaked at $9.18M in Q3 2018.
  • 750 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.