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Enlightenment Research’s Lumen LUMN Stock Holding History

Enlightenment Research’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
2020
Q1 		– Sell
-26,100
Closed -$345K – 180
2019
Q4 		$345K Buy
+26,100
New +$350K 1.62% 21
2019
Q3 		– Sell
-12,400
Closed -$146K – 198
2019
Q2 		$146K Buy
+12,400
New +$140K 0.07% 256

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Enlightenment Research's LUMN Position: Q1 2020 in Review

Enlightenment Research sold out of Lumen (LUMN) in Q1 2020, closing a stake of 26,100 shares — an estimated $345K sold.

Enlightenment Research first reported a position in LUMN in Q2 2019 and held it in 2 quarters. The position peaked at $345K in Q4 2019. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

  • Enlightenment Research reported no remaining Lumen position as of Q1 2020 after selling out during the quarter.
  • Enlightenment Research sold 26,100 Lumen shares in Q1 2020, an estimated $345K.
  • Enlightenment Research first reported a position in Lumen in Q2 2019 and held it in 2 quarters.
  • Enlightenment Research's Lumen position peaked at $345K in Q4 2019.
  • 692 funds tracked by Wall St. Rank held Lumen as of Q1 2020.

Based on Enlightenment Research's 13F filing for Q1 2020, filed 8 May 2020.