CI
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CX Institutional's LUMN Position: Q3 2022 in Review

CX Institutional sold out of Lumen (LUMN) in Q3 2022, closing a stake of 4,619 shares — an estimated $50K sold.

CX Institutional first reported a position in LUMN in Q1 2019 and held it in 12 quarters. The position peaked at $142K in Q2 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

  • CX Institutional reported no remaining Lumen position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 4,619 Lumen shares in Q3 2022, an estimated $50K.
  • CX Institutional first reported a position in Lumen in Q1 2019 and held it in 12 quarters.
  • CX Institutional's Lumen position peaked at $142K in Q2 2021.
  • 779 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.