Autumn Glory Partners’s Lumen LUMN Stock Holding History

Autumn Glory Partners’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
2023 Q1	–	Sell	-39,500	Closed	-$206K	–	163
2022 Q4	$206K	Buy	39,500 +2,000	+5%	+$12.3K	0.11%	149
2022 Q3	$273K	Hold	37,500	–	–	0.18%	113
2022 Q2	$409K	Hold	37,500	–	–	0.3%	82
2022 Q1	$423K	Buy	+37,500	New	+$429K	0.25%	109

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Autumn Glory Partners's LUMN Position: Q1 2023 in Review

Autumn Glory Partners sold out of Lumen (LUMN) in Q1 2023, closing a stake of 39,500 shares — an estimated $206K sold.

Autumn Glory Partners first reported a position in LUMN in Q1 2022 and held it in 4 quarters. The position peaked at $423K in Q1 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Autumn Glory Partners reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
Autumn Glory Partners sold 39,500 Lumen shares in Q1 2023, an estimated $206K.
Autumn Glory Partners first reported a position in Lumen in Q1 2022 and held it in 4 quarters.
Autumn Glory Partners's Lumen position peaked at $423K in Q1 2022.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Autumn Glory Partners's 13F filing for Q1 2023, filed 27 Apr 2023.