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Essex Investment Management’s Lumen LUMN Stock Holding History

Essex Investment 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
2021
Q1 		– Sell
-41
Closed – – 490
2020
Q4 		$0 Hold
41
– – ﹤0.01% 497
2020
Q3 		$0 Hold
41
– – ﹤0.01% 493
2020
Q2 		$0 Sell
41
-35
-46% -$350 ﹤0.01% 436
2020
Q1 		$1K Hold
76
– – ﹤0.01% 385
2019
Q4 		$1K Hold
76
– – ﹤0.01% 470
2019
Q3 		$1K Sell
76
-77
-50% -$914 ﹤0.01% 460
2019
Q2 		$2K Hold
153
– – ﹤0.01% 467
2019
Q1 		$2K Hold
153
– – ﹤0.01% 471
2018
Q4 		$2K Buy
+153
New +$2.92K ﹤0.01% 466

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 $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's LUMN Position: Q1 2021 in Review

Essex Investment Management sold out of Lumen (LUMN) in Q1 2021, closing a stake of 41 shares.

Essex Investment Management first reported a position in LUMN in Q4 2018 and held it in 9 quarters. The position peaked at $2K in Q2 2019. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

  • Essex Investment Management reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 41 Lumen shares in Q1 2021.
  • Essex Investment Management first reported a position in Lumen in Q4 2018 and held it in 9 quarters.
  • Essex Investment Management's Lumen position peaked at $2K in Q2 2019.
  • 708 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.