GC
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Grimes & Company’s Lumen LUMN Stock Holding History

Grimes & Company’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
Q3 		– Sell
-21,184
Closed -$231K – 280
2022
Q2 		$231K Hold
21,184
– – 0.01% 245
2022
Q1 		$239K Hold
21,184
– – 0.01% 263
2021
Q4 		$266K Sell
21,184
-2,450
-10% -$31.2K 0.01% 255
2021
Q3 		$293K Hold
23,634
– – 0.01% 244
2021
Q2 		$321K Buy
23,634
+202
+0.9% +$2.79K 0.01% 237
2021
Q1 		$313K Sell
23,432
-79
-0.3% -$981 0.02% 226
2020
Q4 		$229K Buy
+23,511
New +$232K 0.01% 242
2020
Q3 		– Sell
-23,549
Closed -$236K – 261
2020
Q2 		$236K Buy
23,549
+70
+0.3% +$700 0.02% 225
2020
Q1 		$222K Buy
23,479
+42
+0.2% +$525 0.02% 205
2019
Q4 		$310K Buy
23,437
+1,875
+9% +$25.1K 0.02% 211
2019
Q3 		$269K Buy
+21,562
New +$256K 0.02% 212

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return