Cresset Asset Management’s Lumen LUMN Stock Holding History

Cresset Asset Management’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
2025 Q1	–	Sell	-70,400	Closed	-$374K	–	1803
2024 Q4	$374K	Hold	70,400	–	–	﹤0.01%	1230
2024 Q3	$500K	Buy	+70,400	New	+$301K	﹤0.01%	1518

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cresset Asset Management's LUMN Position: Q1 2025 in Review

Cresset Asset Management sold out of Lumen (LUMN) in Q1 2025, closing a stake of 5,152 shares — an estimated $27.4K sold.

Cresset Asset Management first reported a position in LUMN in Q4 2018 and held it in 13 quarters. The position peaked at $350K in Q4 2021. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Cresset Asset Management reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
Cresset Asset Management sold 5,152 Lumen shares in Q1 2025, an estimated $27.4K.
Cresset Asset Management first reported a position in Lumen in Q4 2018 and held it in 13 quarters.
Cresset Asset Management's Lumen position peaked at $350K in Q4 2021.
538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.