Annapolis Financial Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Annapolis Financial Services’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
2022 Q4	–	Sell	-1,901	Closed	-$14K	–	495
2022 Q3	$14K	Buy	1,901 +1,863	+4,903%	+$19K	0.01%	302
2022 Q2	$0	Hold	38	–	–	﹤0.01%	477
2022 Q1	$0	Hold	38	–	–	﹤0.01%	488
2021 Q4	$0	Hold	38	–	–	﹤0.01%	487
2021 Q3	$0	Hold	38	–	–	﹤0.01%	458
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	401
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	392
2020 Q4	$0	Buy	+38	New	+$375	﹤0.01%	410

Other funds holding LUMN

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAM

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Annapolis Financial Services's LUMN Position: Q4 2022 in Review

Annapolis Financial Services sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2022, closing a stake of 1,901 shares — an estimated $14K sold.

Annapolis Financial Services first reported a position in LUMN in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q3 2022. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Annapolis Financial Services reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Annapolis Financial Services sold 1,901 Lumen Technologies, Inc. Common Stock shares in Q4 2022, an estimated $14K.
Annapolis Financial Services first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
Annapolis Financial Services's Lumen Technologies, Inc. Common Stock position peaked at $14K in Q3 2022.
752 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.