Anchor Investment Management’s Lumen Technologies, Inc. Common Stock 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	–	804
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

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Anchor Investment Management's LUMN Position: Q1 2020 in Review

Anchor Investment Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2020, closing a stake of 120 shares — an estimated $1.58K sold.

Anchor Investment Management first reported a position in LUMN in Q3 2016 and held it in 13 quarters. The position peaked at $375K in Q3 2018. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

Anchor Investment Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Anchor Investment Management sold 120 Lumen Technologies, Inc. Common Stock shares in Q1 2020, an estimated $1.58K.
Anchor Investment Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2016 and held it in 13 quarters.
Anchor Investment Management's Lumen Technologies, Inc. Common Stock position peaked at $375K in Q3 2018.
692 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2020.

Based on Anchor Investment Management's 13F filing for Q1 2020, filed 2 Jan 2024.