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Diligent Investors’s Lumen Technologies, Inc. Common Stock 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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $138B AUM 41.87% 1-Year Est. Return

Diligent Investors's LUMN Position: Q1 2024 in Review

Diligent Investors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2024, closing a stake of 24,300 shares — an estimated $44.5K sold.

Diligent Investors first reported a position in LUMN in Q4 2021 and held it in 9 quarters. The position peaked at $261K in Q4 2022. 487 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

  • Diligent Investors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Diligent Investors sold 24,300 Lumen Technologies, Inc. Common Stock shares in Q1 2024, an estimated $44.5K.
  • Diligent Investors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 9 quarters.
  • Diligent Investors's Lumen Technologies, Inc. Common Stock position peaked at $261K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2024.

Based on Diligent Investors's 13F filing for Q1 2024, filed 6 May 2024.