Capital Analysts LLC’s Lumen 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings

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

BlackRock New York $5.7T AUM 30.48% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return