DI
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Disciplined Investments’s Lumen LUMN Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-54
Closed -$122 – 932
2023
Q2 		$122 Sell
54
-212
-80% -$467 ﹤0.01% 1579
2023
Q1 		$705 Hold
266
– – ﹤0.01% 1111
2022
Q4 		$1.39K Hold
266
– – ﹤0.01% 763
2022
Q3 		$2K Buy
266
+5
+2% +$51 ﹤0.01% 673
2022
Q2 		$3K Buy
261
+48
+23% +$539 ﹤0.01% 560
2022
Q1 		$2K Buy
+213
New +$2.44K ﹤0.01% 736

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 $3.37T AUM 44.26% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Disciplined Investments's LUMN Position: Q3 2023 in Review

Disciplined Investments sold out of Lumen (LUMN) in Q3 2023, closing a stake of 54 shares — an estimated $122 sold.

Disciplined Investments first reported a position in LUMN in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

  • Disciplined Investments reported no remaining Lumen position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 54 Lumen shares in Q3 2023, an estimated $122.
  • Disciplined Investments first reported a position in Lumen in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Lumen position peaked at $3K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.