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Gitterman Wealth Management’s Lumen LUMN Stock Holding History

Gitterman Wealth 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
2022
Q4 		– Sell
-24,973
Closed -$183K – 84
2022
Q3 		$183K Sell
24,973
-936
-4% -$9.52K 0.19% 60
2022
Q2 		$283K Buy
25,909
+4,744
+22% +$53.2K 0.26% 45
2022
Q1 		$285K Buy
+21,165
New +$242K 0.23% 53

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gitterman Wealth Management's LUMN Position: Q4 2022 in Review

Gitterman Wealth Management sold out of Lumen (LUMN) in Q4 2022, closing a stake of 24,973 shares — an estimated $183K sold.

Gitterman Wealth Management first reported a position in LUMN in Q1 2022 and held it in 3 quarters. The position peaked at $285K in Q1 2022. 753 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Gitterman Wealth Management reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Gitterman Wealth Management sold 24,973 Lumen shares in Q4 2022, an estimated $183K.
  • Gitterman Wealth Management first reported a position in Lumen in Q1 2022 and held it in 3 quarters.
  • Gitterman Wealth Management's Lumen position peaked at $285K in Q1 2022.
  • 753 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Gitterman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.