Glenview Trust’s Lumen LUMN Stock Holding History

Glenview Trust’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 Q4	–	Sell	-20,500	Closed	-$254K	–	426
2021 Q3	$254K	Hold	20,500	–	–	0.01%	362
2021 Q2	$279K	Hold	20,500	–	–	0.01%	359
2021 Q1	$274K	Buy	+20,500	New	+$255K	0.01%	352

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glenview Trust's LUMN Position: Q4 2021 in Review

Glenview Trust sold out of Lumen (LUMN) in Q4 2021, closing a stake of 20,500 shares — an estimated $254K sold.

Glenview Trust first reported a position in LUMN in Q1 2021 and held it in 3 quarters. The position peaked at $279K in Q2 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Glenview Trust reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
Glenview Trust sold 20,500 Lumen shares in Q4 2021, an estimated $254K.
Glenview Trust first reported a position in Lumen in Q1 2021 and held it in 3 quarters.
Glenview Trust's Lumen position peaked at $279K in Q2 2021.
791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Glenview Trust's 13F filing for Q4 2021, filed 10 Feb 2022.