Baldrige Asset Management’s Lumen LUMN Stock Holding History

Baldrige Asset 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
2023 Q1	$0	Hold	4	–	–	﹤0.01%	437
2022 Q4	$0	Hold	4	–	–	﹤0.01%	320
2022 Q3	$0	Hold	4	–	–	﹤0.01%	304
2022 Q2	$0	Hold	4	–	–	﹤0.01%	316
2022 Q1	$0	Hold	4	–	–	﹤0.01%	334
2021 Q4	$0	Hold	4	–	–	﹤0.01%	349
2021 Q3	$0	Hold	4	–	–	﹤0.01%	361
2021 Q2	$0	Buy	+4	New	+$55	﹤0.01%	351
2020 Q1	–	Sell	-4	Closed	–	–	78
2019 Q4	$0	Hold	4	–	–	﹤0.01%	84
2019 Q3	$0	Hold	4	–	–	﹤0.01%	81
2019 Q2	$0	Hold	4	–	–	﹤0.01%	79
2019 Q1	$0	Buy	+4	New	+$56	﹤0.01%	74

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

Baldrige Asset Management's LUMN Position: Q1 2023 in Review

Baldrige Asset Management held its Lumen (LUMN) position steady in Q1 2023 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Baldrige Asset Management first reported a position in LUMN in Q1 2019 and has held it in 12 quarters since. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Baldrige Asset Management held 4 shares of Lumen worth $0 as of Q1 2023.
Baldrige Asset Management left its Lumen share count unchanged in Q1 2023.
Lumen made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #437 holding.
Baldrige Asset Management first reported a position in Lumen in Q1 2019 and has held it in 12 quarters since.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.