Boaz Weinstein’s Lumen LUMN Stock Holding History

Boaz Weinstein’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	-1,000,000	Closed	-$5.22M	–	785
2022 Q4	$5.22M	Buy	1,000,000 +91,753	+10%	+$564K	0.07%	388
2022 Q3	$6.61M	Buy	908,247 +544,851	+150%	+$5.54M	0.07%	462
2022 Q2	$3.96M	Buy	+363,396	New	+$4.08M	0.05%	569
2016 Q1	–	Sell	-40,648	Closed	-$1.02M	–	120
2015 Q4	$1.02M	Buy	+40,648	New	+$1.09M	0.1%	74
2015 Q3	–	Sell	-57,400	Closed	-$1.59M	–	119
2015 Q2	$1.69M	Buy	+57,400	New	+$1.96M	0.17%	70

Other funds holding LUMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boaz Weinstein's LUMN Position: Q1 2023 in Review

Boaz Weinstein sold out of Lumen (LUMN) in Q1 2023, closing a stake of 1,000,000 shares — an estimated $5.22M sold.

Boaz Weinstein first reported a position in LUMN in Q2 2015 and held it in 5 quarters. The position peaked at $6.61M in Q3 2022. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Boaz Weinstein reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
Boaz Weinstein sold 1,000,000 Lumen shares in Q1 2023, an estimated $5.22M.
Boaz Weinstein first reported a position in Lumen in Q2 2015 and held it in 5 quarters.
Boaz Weinstein's Lumen position peaked at $6.61M in Q3 2022.
637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Saba Capital Management's 13F filing for Q1 2023, filed 15 May 2023.