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LUMN icon

360 Financial’s Lumen LUMN Stock Holding History

360 Financial’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
2025
Q1 		– Sell
-10,000
Closed -$53.1K – 84
2024
Q4 		$53.1K Hold
10,000
– – 0.02% 81
2024
Q3 		$71K Sell
10,000
-6,000
-38% -$25.6K 0.03% 87
2024
Q2 		$17.6K Hold
16,000
– – 0.01% 88
2024
Q1 		$25K Buy
16,000
+6,000
+60% +$9.38K 0.01% 86
2023
Q4 		$18.3K Buy
+10,000
New +$14.2K 0.01% 82

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

360 Financial's LUMN Position: Q1 2025 in Review

360 Financial sold out of Lumen (LUMN) in Q1 2025, closing a stake of 10,000 shares — an estimated $53.1K sold.

360 Financial first reported a position in LUMN in Q4 2023 and held it in 5 quarters. The position peaked at $71K in Q3 2024. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • 360 Financial reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • 360 Financial sold 10,000 Lumen shares in Q1 2025, an estimated $53.1K.
  • 360 Financial first reported a position in Lumen in Q4 2023 and held it in 5 quarters.
  • 360 Financial's Lumen position peaked at $71K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on 360 Financial's 13F filing for Q1 2025, filed 8 May 2025.