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Freedom Investment Management’s Lumen LUMN Stock Holding History

Freedom 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
2023
Q1 		– Sell
-19,870
Closed -$104K – 751
2022
Q4 		$104K Sell
19,870
-126,526
-86% -$778K 0.01% 684
2022
Q3 		$1.07M Buy
146,396
+1,310
+0.9% +$13.3K 0.12% 235
2022
Q2 		$1.58M Buy
145,086
+154
+0.1% +$1.73K 0.17% 156
2022
Q1 		$1.63M Buy
+144,932
New +$1.66M 0.15% 176
2021
Q3 		– Sell
-34,342
Closed -$467K – 877
2021
Q2 		$467K Sell
34,342
-220
-0.6% -$3.04K 0.03% 558
2021
Q1 		$461K Buy
+34,562
New +$429K 0.04% 552
2019
Q1 		– Sell
-14,969
Closed -$227K – 748
2018
Q4 		$227K Buy
+14,969
New +$286K 0.02% 663
2018
Q2 		– Sell
-13,877
Closed -$228K – 1047
2018
Q1 		$228K Buy
+13,877
New +$241K 0.01% 980
2015
Q2 		– Sell
-153,306
Closed -$5.3M – 698
2015
Q1 		$5.3M Buy
153,306
+61,242
+67% +$2.29M 0.58% 29
2014
Q4 		$3.64M Buy
92,064
+37,421
+68% +$1.5M 0.47% 35
2014
Q3 		$2.23M Buy
54,643
+16,919
+45% +$665K 0.39% 33
2014
Q2 		$1.37M Buy
37,724
+12,140
+47% +$436K 0.23% 58
2014
Q1 		$840K Buy
25,584
+15,812
+162% +$484K 0.18% 92
2013
Q4 		$311K Buy
+9,772
New +$312K 0.08% 282

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's LUMN Position: Q1 2023 in Review

Freedom Investment Management sold out of Lumen (LUMN) in Q1 2023, closing a stake of 19,870 shares — an estimated $104K sold.

Freedom Investment Management first reported a position in LUMN in Q4 2013 and held it in 14 quarters. The position peaked at $5.3M in Q1 2015. 636 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Freedom Investment Management reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 19,870 Lumen shares in Q1 2023, an estimated $104K.
  • Freedom Investment Management first reported a position in Lumen in Q4 2013 and held it in 14 quarters.
  • Freedom Investment Management's Lumen position peaked at $5.3M in Q1 2015.
  • 636 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.