Bedel Financial Consulting’s Lumen LUMN Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-3,424	Closed	-$39K	–	582
2022 Q1	$39K	Hold	3,424	–	–	0.01%	433
2021 Q4	$43K	Hold	3,424	–	–	0.01%	423
2021 Q3	$42K	Hold	3,424	–	–	0.01%	405
2021 Q2	$47K	Sell	3,424 -173	-5%	-$2.39K	0.02%	386
2021 Q1	$48K	Buy	+3,597	New	+$44.7K	0.02%	363
2020 Q4	–	Sell	-3,462	Closed	-$35K	–	857
2020 Q3	$35K	Hold	3,462	–	–	0.02%	349
2020 Q2	$35K	Hold	3,462	–	–	0.02%	325
2020 Q1	$33K	Hold	3,462	–	–	0.02%	320
2019 Q4	$46K	Hold	3,462	–	–	0.03%	298
2019 Q3	$43K	Hold	3,462	–	–	0.03%	297
2019 Q2	$41K	Hold	3,462	–	–	0.02%	301
2019 Q1	$42K	Hold	3,462	–	–	0.03%	294
2018 Q4	$52K	Sell	3,462 -4,875	-58%	-$93K	0.04%	247
2018 Q3	$175K	Buy	8,337 +47	+0.6%	+$983	0.12%	150
2018 Q2	$155K	Hold	8,290	–	–	0.11%	157
2018 Q1	$136K	Buy	+8,290	New	+$144K	0.1%	166

Other funds holding LUMN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return