Column Capital Advisors’s Lumen LUMN Stock Holding History

Column Capital Advisors’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 Q3	$166	Hold	117	–	–	﹤0.01%	781
2023 Q2	$264	Sell	117 -4,757	-98%	-$10.5K	﹤0.01%	790
2023 Q1	$12.9K	Hold	4,874	–	–	﹤0.01%	506
2022 Q4	$25.4K	Hold	4,874	–	–	﹤0.01%	388
2022 Q3	$35K	Buy	4,874 +114	+2%	+$1.16K	0.01%	319
2022 Q2	$52K	Buy	4,760 +106	+2%	+$1.19K	0.01%	276
2022 Q1	$52K	Buy	4,654 +99	+2%	+$1.13K	0.01%	282
2021 Q4	$57K	Buy	4,555 +92	+2%	+$1.17K	0.01%	276
2021 Q3	$55K	Buy	4,463 +85	+2%	+$1.07K	0.01%	261
2021 Q2	$60K	Buy	4,378 +4,261	+3,642%	+$58.8K	0.01%	249
2021 Q1	$2K	Hold	117	–	–	﹤0.01%	621
2020 Q4	$1K	Hold	117	–	–	﹤0.01%	659
2020 Q3	$1K	Sell	117 -100	-46%	-$1.04K	﹤0.01%	645
2020 Q2	$2K	Buy	217 +100	+85%	+$1K	﹤0.01%	675
2020 Q1	$1K	Sell	117 -146	-56%	-$1.82K	﹤0.01%	641
2019 Q4	$3K	Buy	+263	New	+$3.53K	﹤0.01%	579

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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