E. Ohman J:or Asset Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

E. Ohman J:or Asset Management’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	-41,400	Closed	-$216K	–	434
2022 Q4	$216K	Hold	41,400	–	–	0.01%	415
2022 Q3	$301K	Hold	41,400	–	–	0.01%	392
2022 Q2	$452K	Hold	41,400	–	–	0.02%	365
2022 Q1	$467K	Sell	41,400 -8,000	-16%	-$91.6K	0.02%	382
2021 Q4	$620K	Buy	+49,400	New	+$629K	0.02%	379
2019 Q4	–	Sell	-47,800	Closed	-$597K	–	456
2019 Q3	$597K	Buy	47,800 +8,000	+20%	+$95K	0.04%	226
2019 Q2	$468K	Hold	39,800	–	–	0.03%	254
2019 Q1	$477K	Sell	39,800 -3,500	-8%	-$48.6K	0.03%	250
2018 Q4	$656K	Buy	+43,300	New	+$826K	0.05%	193
2018 Q2	–	Sell	-19,800	Closed	-$325K	–	465
2018 Q1	$325K	Sell	19,800 -9,600	-33%	-$167K	0.03%	343
2017 Q4	$490K	Buy	29,400 +12,000	+69%	+$203K	0.04%	269
2017 Q3	$329K	Buy	17,400 +900	+5%	+$18.9K	0.03%	330
2017 Q2	$394K	Hold	16,500	–	–	0.04%	287
2017 Q1	$389K	Buy	16,500 +4,500	+38%	+$110K	0.05%	292
2016 Q4	$285K	Hold	12,000	–	–	0.04%	319
2016 Q3	$329K	Buy	12,000 +2,800	+30%	+$81.7K	0.05%	267
2016 Q2	$267K	Hold	9,200	–	–	0.04%	288
2016 Q1	$294K	Sell	9,200 -4,000	-30%	-$112K	0.05%	251
2015 Q4	$332K	Buy	13,200 +5,000	+61%	+$134K	0.06%	241
2015 Q3	$206K	Sell	8,200 -4,800	-37%	-$133K	0.06%	316
2015 Q2	$382K	Hold	13,000	–	–	0.09%	216
2015 Q1	$449K	Hold	13,000	–	–	0.1%	195
2014 Q4	$521K	Hold	13,000	–	–	0.12%	173
2014 Q3	$532K	Hold	13,000	–	–	0.13%	160
2014 Q2	$471K	Hold	13,000	–	–	0.12%	182
2014 Q1	$427K	Sell	13,000 -4,000	-24%	-$122K	0.11%	206
2013 Q4	$543K	Hold	17,000	–	–	0.13%	168
2013 Q3	$533K	Hold	17,000	–	–	0.14%	161
2013 Q2	$601K	Buy	+17,000	New	+$618K	0.17%	129

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

E. Ohman J:or Asset Management's LUMN Position: Q1 2023 in Review

E. Ohman J:or Asset Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 41,400 shares — an estimated $216K sold.

E. Ohman J:or Asset Management first reported a position in LUMN in Q2 2013 and held it in 29 quarters. The position peaked at $656K in Q4 2018. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

E. Ohman J:or Asset Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
E. Ohman J:or Asset Management sold 41,400 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $216K.
E. Ohman J:or Asset Management first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 29 quarters.
E. Ohman J:or Asset Management's Lumen Technologies, Inc. Common Stock position peaked at $656K in Q4 2018.
637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2023, filed 5 Apr 2024.