Elm Advisors’s Lumen LUMN Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-16	Closed	–	–	191
2020 Q4	$0	Buy	+16	New	+$158	﹤0.01%	272
2018 Q4	–	Sell	-16	Closed	–	–	191
2018 Q3	$0	Buy	+16	New	+$335	﹤0.01%	295

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elm Advisors's LUMN Position: Q1 2021 in Review

Elm Advisors sold out of Lumen (LUMN) in Q1 2021, closing a stake of 16 shares.

Elm Advisors first reported a position in LUMN in Q3 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2020. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

Elm Advisors reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 16 Lumen shares in Q1 2021.
Elm Advisors first reported a position in Lumen in Q3 2018 and held it in 2 quarters.
Elm Advisors's Lumen position peaked at $0 in Q4 2020.
708 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.