DI
LUMN icon

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 – 933
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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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