BW
LUMN icon

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 – 786
2022
Q4 		$5.22M Sell
1,000,000
-942,000
-49% -$5.79M 0.07% 389
2022
Q3 		$14.1M Sell
1,942,000
-853,800
-31% -$8.69M 0.16% 215
2022
Q2 		$30.5M Buy
+2,795,800
New +$31.4M 0.36% 26
2016
Q1 		– Sell
-2,117,600
Closed -$53.3M – 121
2015
Q4 		$53.3M Sell
2,117,600
-955,600
-31% -$25.6M 5.08% 3
2015
Q3 		$77.2M Buy
3,073,200
+2,276,800
+286% +$63M 6.05% 3
2015
Q2 		$23.4M Buy
+796,400
New +$27.1M 2.34% 11

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
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.