Echo Street Capital Management’s Lumen LUMN Stock Holding History

Echo Street Capital 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 Q3	–	Sell	-78,070	Closed	-$176K	–	533
2023 Q2	$176K	Buy	+78,070	New	+$172K	﹤0.01%	441
2022 Q4	–	Sell	-12,969	Closed	-$94K	–	591
2022 Q3	$94K	Buy	+12,969	New	+$132K	﹤0.01%	504
2022 Q1	–	Sell	-50,413	Closed	-$633K	–	691
2021 Q4	$633K	Buy	+50,413	New	+$642K	﹤0.01%	353
2020 Q3	–	Sell	-100,849	Closed	-$1.01M	–	266
2020 Q2	$1.01M	Buy	+100,849	New	+$1.01M	0.01%	263

Other funds holding LUMN

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Echo Street Capital Management's LUMN Position: Q3 2023 in Review

Echo Street Capital Management sold out of Lumen (LUMN) in Q3 2023, closing a stake of 78,070 shares — an estimated $176K sold.

Echo Street Capital Management first reported a position in LUMN in Q2 2020 and held it in 4 quarters. The position peaked at $1.01M in Q2 2020. 503 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

Echo Street Capital Management reported no remaining Lumen position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 78,070 Lumen shares in Q3 2023, an estimated $176K.
Echo Street Capital Management first reported a position in Lumen in Q2 2020 and held it in 4 quarters.
Echo Street Capital Management's Lumen position peaked at $1.01M in Q2 2020.
503 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.