CX Institutional’s Lumen LUMN Stock Holding History

CX Institutional’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 Q3	–	Sell	-4,619	Closed	-$50K	–	856
2022 Q2	$50K	Buy	+4,619	New	+$51.8K	﹤0.01%	673
2021 Q4	–	Sell	-10,296	Closed	-$128K	–	678
2021 Q3	$128K	Sell	10,296 -132	-1%	-$1.66K	0.01%	406
2021 Q2	$142K	Buy	10,428 +5,352	+105%	+$73.8K	0.01%	382
2021 Q1	$68K	Buy	5,076 +1,793	+55%	+$22.3K	0.01%	427
2020 Q4	$32K	Sell	3,283 -530	-14%	-$5.23K	﹤0.01%	520
2020 Q3	$38K	Buy	3,813 +771	+25%	+$8.01K	﹤0.01%	432
2020 Q2	$31K	Buy	3,042 +2,486	+447%	+$24.9K	﹤0.01%	382
2020 Q1	$5K	Buy	556 +444	+396%	+$5.55K	﹤0.01%	546
2019 Q4	$1K	Sell	112 -143	-56%	-$1.92K	﹤0.01%	715
2019 Q3	$3K	Sell	255 -238	-48%	-$2.83K	﹤0.01%	679
2019 Q2	$6K	Buy	493 +281	+133%	+$3.16K	﹤0.01%	580
2019 Q1	$3K	Buy	+212	New	+$2.95K	﹤0.01%	636

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Geode Capital Management

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

Dimensional Fund Advisors

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

First Trust Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return