CSat Investment Advisory’s Lumen LUMN Stock Holding History

CSat Investment Advisory’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
2021 Q1	$56K	Sell	4,231 -1,476	-26%	-$18.3K	0.05%	170
2020 Q4	$56K	Sell	5,707 -1,035	-15%	-$10.2K	0.05%	135
2020 Q3	$68K	Sell	6,742 -599	-8%	-$6.22K	0.01%	612
2020 Q2	$73K	Buy	7,341 +3,439	+88%	+$34.4K	0.01%	582
2020 Q1	$37K	Buy	3,902 +228	+6%	+$2.85K	0.01%	604
2019 Q4	$48K	Sell	3,674 -38	-1%	-$510	0.01%	632
2019 Q3	$46K	Sell	3,712 -222	-6%	-$2.64K	0.01%	586
2019 Q2	$46K	Buy	3,934 +1,932	+97%	+$21.7K	0.02%	576
2019 Q1	$24K	Buy	2,002 +1,081	+117%	+$15K	0.01%	274
2018 Q4	$14K	Buy	921 +468	+103%	+$8.93K	0.01%	359
2018 Q3	$10K	Sell	453 -112	-20%	-$2.34K	0.01%	369
2018 Q2	$11K	Buy	+565	New	+$10.3K	0.01%	327

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

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

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

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

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

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

CSat Investment Advisory's LUMN Position: Q1 2021 in Review

CSat Investment Advisory reduced its Lumen (LUMN) stake by 26% in Q1 2021, selling an estimated $18.3K and leaving 4,231 shares worth $56K. The position accounts for 0.05% of the portfolio, ranked #170.

CSat Investment Advisory first reported a position in LUMN in Q2 2018 and has held it in 12 quarters since. The position peaked at $73K in Q2 2020. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

CSat Investment Advisory held 4,231 shares of Lumen worth $56K as of Q1 2021.
CSat Investment Advisory sold 1,476 Lumen shares in Q1 2021, an estimated $18.3K.
Lumen made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #170 holding.
CSat Investment Advisory first reported a position in Lumen in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Lumen position peaked at $73K in Q2 2020.
708 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.