AIM
LUMN icon

Anchor Investment Management’s Lumen LUMN Stock Holding History

Anchor 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
Q1 		– Sell
-120
Closed -$1.58K – 872
2019
Q4 		$1.58K Buy
120
+107
+823% +$1.44K ﹤0.01% 787
2019
Q3 		$162 Hold
13
– – ﹤0.01% 801
2019
Q2 		$153 Buy
+13
New +$146 ﹤0.01% 797
2019
Q1 		– Sell
-17,688
Closed -$268K – 805
2018
Q4 		$268K Hold
17,688
– – 0.08% 223
2018
Q3 		$375K Sell
17,688
-247
-1% -$5.17K 0.09% 217
2018
Q2 		$334K Buy
17,935
+1,035
+6% +$18.8K 0.08% 228
2018
Q1 		$278K Buy
16,900
+16,650
+6,660% +$289K 0.07% 251
2017
Q4 		$4.17K Sell
250
-125
-33% -$2.12K ﹤0.01% 728
2017
Q3 		$7.09K Hold
375
– – ﹤0.01% 660
2017
Q2 		$8.96K Hold
375
– – ﹤0.01% 578
2017
Q1 		$8.84K Sell
375
-125
-25% -$3.05K ﹤0.01% 576
2016
Q4 		$11.9K Hold
500
– – ﹤0.01% 524
2016
Q3 		$13.7K Buy
+500
New +$14.6K 0.01% 497

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SAM
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return