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B. Metzler seel. Sohn & Co’s Lumen LUMN Stock Holding History

B. Metzler seel. Sohn & Co’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
-16,867
Closed -$88K – 738
2022
Q4 		$88K Sell
16,867
-12,249
-42% -$75.3K ﹤0.01% 715
2022
Q3 		$212K Buy
29,116
+394
+1% +$4.01K ﹤0.01% 698
2022
Q2 		$313K Buy
28,722
+12,249
+74% +$137K 0.01% 641
2022
Q1 		$186K Hold
16,473
– – ﹤0.01% 756
2021
Q4 		$210K Sell
16,473
-36,187
-69% -$461K ﹤0.01% 702
2021
Q3 		$652K Buy
52,660
+14,672
+39% +$184K 0.01% 519
2021
Q2 		$516K Sell
37,988
-12,805
-25% -$177K 0.01% 545
2021
Q1 		$678K Sell
50,793
-15,998
-24% -$199K 0.01% 496
2020
Q4 		$649K Buy
+66,791
New +$659K 0.01% 481

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Metzler seel. Sohn & Co's LUMN Position: Q1 2023 in Review

B. Metzler seel. Sohn & Co sold out of Lumen (LUMN) in Q1 2023, closing a stake of 16,867 shares — an estimated $88K sold.

B. Metzler seel. Sohn & Co first reported a position in LUMN in Q4 2020 and held it in 9 quarters. The position peaked at $678K in Q1 2021. 636 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 16,867 Lumen shares in Q1 2023, an estimated $88K.
  • B. Metzler seel. Sohn & Co first reported a position in Lumen in Q4 2020 and held it in 9 quarters.
  • B. Metzler seel. Sohn & Co's Lumen position peaked at $678K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2023, filed 10 May 2023.