Clean Yield Group’s Lumen LUMN Stock Holding History

Clean Yield Group’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
2022 Q1	–	Sell	-350	Closed	-$4K	–	489
2021 Q4	$4K	Hold	350	–	–	﹤0.01%	418
2021 Q3	$4K	Hold	350	–	–	﹤0.01%	439
2021 Q2	$5K	Buy	+350	New	+$4.83K	﹤0.01%	417
2021 Q1	–	Sell	-350	Closed	-$3K	–	275
2020 Q4	$3K	Hold	350	–	–	﹤0.01%	405
2020 Q3	$4K	Hold	350	–	–	﹤0.01%	346
2020 Q2	$4K	Hold	350	–	–	﹤0.01%	323
2020 Q1	$3K	Hold	350	–	–	﹤0.01%	358
2019 Q4	$5K	Hold	350	–	–	﹤0.01%	323
2019 Q3	$4K	Sell	350 -620	-64%	-$7.36K	﹤0.01%	322
2019 Q2	$11K	Sell	970 -780	-45%	-$8.78K	﹤0.01%	292
2019 Q1	$21K	Buy	+1,750	New	+$24.3K	0.01%	238

Other funds holding LUMN

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

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 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

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return