Berman Capital Advisors’s Lumen LUMN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$75K	Buy	6,137 +146	+2%	+$1.83K	0.01%	529
2021 Q2	$80K	Sell	5,991 -36	-0.6%	-$497	0.01%	437
2021 Q1	$79K	Buy	6,027 +2,056	+52%	+$25.5K	0.02%	355
2020 Q4	$38K	Buy	3,971 +967	+32%	+$9.54K	0.01%	482
2020 Q3	$30K	Buy	3,004 +2,140	+248%	+$22.2K	0.01%	476
2020 Q2	$8K	Sell	864 -705	-45%	-$7.05K	﹤0.01%	842
2020 Q1	$13K	Sell	1,569 -436	-22%	-$5.45K	﹤0.01%	605
2019 Q4	$26K	Sell	2,005 -13	-0.6%	-$174	0.01%	462
2019 Q3	$25K	Buy	2,018 +593	+42%	+$7.04K	0.01%	453
2019 Q2	$16K	Buy	1,425 +784	+122%	+$8.82K	0.01%	577
2019 Q1	$7K	Buy	641 +78	+14%	+$1.08K	﹤0.01%	774
2018 Q4	$8K	Buy	+563	New	+$10.7K	﹤0.01%	563

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

SAM

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's LUMN Position: Q3 2021 in Review

Berman Capital Advisors increased its Lumen (LUMN) stake by 2.4% in Q3 2021, buying an estimated $1.83K and bringing the position to 6,137 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #529.

Berman Capital Advisors first reported a position in LUMN in Q4 2018 and has held it in 12 quarters since. The position peaked at $80K in Q2 2021. 711 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

Berman Capital Advisors held 6,137 shares of Lumen worth $75K as of Q3 2021.
Berman Capital Advisors bought 146 Lumen shares in Q3 2021, an estimated $1.83K.
Lumen made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #529 holding.
Berman Capital Advisors first reported a position in Lumen in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Lumen position peaked at $80K in Q2 2021.
711 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.