DI
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Diligent Investors’s Lumen LUMN Stock Holding History

Diligent Investors’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
2024
Q1 		– Sell
-24,300
Closed -$44.5K – 336
2023
Q4 		$44.5K Sell
24,300
-6,300
-21% -$8.93K 0.01% 318
2023
Q3 		$43.5K Sell
30,600
-1,950
-6% -$3.3K 0.01% 299
2023
Q2 		$73.6K Sell
32,550
-17,649
-35% -$38.9K 0.02% 287
2023
Q1 		$133K Buy
50,199
+250
+0.5% +$1.01K 0.04% 275
2022
Q4 		$261K Buy
49,949
+28,800
+136% +$177K 0.09% 217
2022
Q3 		$154K Buy
21,149
+4,016
+23% +$40.9K 0.05% 235
2022
Q2 		$187K Buy
17,133
+2,107
+14% +$23.6K 0.06% 236
2022
Q1 		$169K Buy
15,026
+2,955
+24% +$33.8K 0.05% 259
2021
Q4 		$151K Buy
+12,071
New +$154K 0.04% 264

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return