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Cypress Capital Group’s Lumen LUMN Stock Holding History

Cypress Capital Group’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
Q1 		– Sell
-19,767
Closed -$103K – 303
2022
Q4 		$103K Buy
19,767
+7,312
+59% +$44.9K 0.02% 287
2022
Q3 		$91K Hold
12,455
– – 0.02% 270
2022
Q2 		$136K Hold
12,455
– – 0.02% 276
2022
Q1 		$137K Sell
12,455
-6,636
-35% -$76K 0.02% 301
2021
Q4 		$240K Buy
19,091
+2,564
+16% +$32.6K 0.03% 287
2021
Q3 		$205K Buy
16,527
+1,725
+12% +$21.6K 0.03% 271
2021
Q2 		$201K Sell
14,802
-610
-4% -$8.42K 0.03% 275
2021
Q1 		$206K Buy
15,412
+152
+1% +$1.89K 0.03% 270
2020
Q4 		$149K Buy
+15,260
New +$151K 0.02% 262
2016
Q4 		– Sell
-8,145
Closed -$223K – 189
2016
Q3 		$223K Buy
+8,145
New +$238K 0.05% 169

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cypress Capital Group's LUMN Position: Q1 2023 in Review

Cypress Capital Group sold out of Lumen (LUMN) in Q1 2023, closing a stake of 19,767 shares — an estimated $103K sold.

Cypress Capital Group first reported a position in LUMN in Q3 2016 and held it in 10 quarters. The position peaked at $240K in Q4 2021. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Cypress Capital Group reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • Cypress Capital Group sold 19,767 Lumen shares in Q1 2023, an estimated $103K.
  • Cypress Capital Group first reported a position in Lumen in Q3 2016 and held it in 10 quarters.
  • Cypress Capital Group's Lumen position peaked at $240K in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Cypress Capital Group's 13F filing for Q1 2023, filed 4 May 2023.