YIH
LFT

Y-Intercept (HK)’s Lument Finance Trust LFT Stock Holding History

Y-Intercept (HK)’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,563
Closed -$77.2K – 1853
2025
Q1 		$77.2K Buy
29,563
+11,058
+60% +$29.6K 0.01% 1122
2024
Q4 		$47.7K Buy
+18,505
New +$47.4K ﹤0.01% 1118

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
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MW
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Y-Intercept (HK)'s LFT Position: Q2 2025 in Review

Y-Intercept (HK) sold out of Lument Finance Trust (LFT) in Q2 2025, closing a stake of 29,563 shares — an estimated $77.2K sold.

Y-Intercept (HK) first reported a position in LFT in Q4 2024 and held it in 2 quarters. The position peaked at $77.2K in Q1 2025. 57 funds tracked by Wall St. Rank hold LFT as of Q2 2025.

  • Y-Intercept (HK) reported no remaining Lument Finance Trust position as of Q2 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 29,563 Lument Finance Trust shares in Q2 2025, an estimated $77.2K.
  • Y-Intercept (HK) first reported a position in Lument Finance Trust in Q4 2024 and held it in 2 quarters.
  • Y-Intercept (HK)'s Lument Finance Trust position peaked at $77.2K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.