Capital Analysts LLC
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Capital Analysts LLC’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Capital Analysts LLC’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
2020
Q4 		– Sell
-566
Closed -$6K – 778
2020
Q3 		$6K Sell
566
-200
-26% -$2.08K ﹤0.01% 637
2020
Q2 		$8K Hold
766
– – ﹤0.01% 572
2020
Q1 		$7K Buy
766
+90
+13% +$1.13K ﹤0.01% 554
2019
Q4 		$9K Hold
676
– – ﹤0.01% 558
2019
Q3 		$8K Buy
676
+166
+33% +$1.97K ﹤0.01% 564
2019
Q2 		$6K Buy
510
+301
+144% +$3.39K ﹤0.01% 575
2019
Q1 		$2K Sell
209
-1
-0.5% -$14 ﹤0.01% 611
2018
Q4 		$3K Buy
210
+1
+0.5% +$19 ﹤0.01% 533
2018
Q3 		$4K Hold
209
– – ﹤0.01% 493
2018
Q2 		$4K Buy
+209
New +$3.8K ﹤0.01% 523

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Analysts LLC's LUMN Position: Q4 2020 in Review

Capital Analysts LLC sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2020, closing a stake of 566 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in LUMN in Q2 2018 and held it in 10 quarters. The position peaked at $9K in Q4 2019. 704 funds tracked by Wall St. Rank hold LUMN as of Q4 2020.

  • Capital Analysts LLC reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 566 Lumen Technologies, Inc. Common Stock shares in Q4 2020, an estimated $6K.
  • Capital Analysts LLC first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2018 and held it in 10 quarters.
  • Capital Analysts LLC's Lumen Technologies, Inc. Common Stock position peaked at $9K in Q4 2019.
  • 704 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.