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	–	487
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	–	274
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 $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Clean Yield Group's LUMN Position: Q1 2022 in Review

Clean Yield Group sold out of Lumen (LUMN) in Q1 2022, closing a stake of 350 shares — an estimated $4K sold.

Clean Yield Group first reported a position in LUMN in Q1 2019 and held it in 11 quarters. The position peaked at $21K in Q1 2019. 779 funds tracked by Wall St. Rank hold LUMN as of Q1 2022.

Clean Yield Group reported no remaining Lumen position as of Q1 2022 after selling out during the quarter.
Clean Yield Group sold 350 Lumen shares in Q1 2022, an estimated $4K.
Clean Yield Group first reported a position in Lumen in Q1 2019 and held it in 11 quarters.
Clean Yield Group's Lumen position peaked at $21K in Q1 2019.
779 funds tracked by Wall St. Rank held Lumen as of Q1 2022.

Based on Clean Yield Group's 13F filing for Q1 2022, filed 25 Apr 2022.