Charles D. Hyman’s Lumen LUMN Stock Holding History

Charles D. Hyman’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 Q2	–	Sell	-13,400	Closed	-$36K	–	242
2023 Q1	$36K	Hold	13,400	–	–	﹤0.01%	240
2022 Q4	$70K	Hold	13,400	–	–	﹤0.01%	238
2022 Q3	$98K	Hold	13,400	–	–	0.01%	230
2022 Q2	$146K	Hold	13,400	–	–	0.01%	236
2022 Q1	$151K	Hold	13,400	–	–	0.01%	240
2021 Q4	$168K	Hold	13,400	–	–	0.01%	234
2021 Q3	$166K	Hold	13,400	–	–	0.01%	229
2021 Q2	$182K	Hold	13,400	–	–	0.01%	231
2021 Q1	$179K	Hold	13,400	–	–	0.01%	229
2020 Q4	$131K	Hold	13,400	–	–	0.01%	229
2020 Q3	$135K	Sell	13,400 -7,000	-34%	-$72.7K	0.01%	220
2020 Q2	$205K	Sell	20,400 -3,453	-14%	-$34.5K	0.02%	208
2020 Q1	$226K	Sell	23,853 -183	-0.8%	-$2.29K	0.03%	167
2019 Q4	$318K	Sell	24,036 -217	-0.9%	-$2.91K	0.03%	165
2019 Q3	$303K	Hold	24,253	–	–	0.03%	150
2019 Q2	$285K	Sell	24,253 -1,433	-6%	-$16.1K	0.03%	157
2019 Q1	$308K	Buy	25,686 +1,433	+6%	+$19.9K	0.03%	150
2018 Q4	$367K	Hold	24,253	–	–	0.04%	132
2018 Q3	$514K	Buy	24,253 +2,800	+13%	+$58.6K	0.05%	120
2018 Q2	$400K	Buy	+21,453	New	+$390K	0.05%	130

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geode Capital Management

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return