Grove Bank & Trust’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Grove Bank & 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
2025 Q1	–	Sell	-44	Closed	-$234	–	859
2024 Q4	$234	Hold	44	–	–	﹤0.01%	748
2024 Q3	$312	Buy	+44	New	+$188	﹤0.01%	727
2018 Q1	–	Sell	-141	Closed	-$2K	–	331
2017 Q4	$2K	Sell	141 -229	-62%	-$3.88K	﹤0.01%	508
2017 Q3	$7K	Sell	370 -375	-50%	-$7.89K	﹤0.01%	499
2017 Q2	$18K	Buy	745 +490	+192%	+$12.3K	0.01%	393
2017 Q1	$6K	Hold	255	–	–	﹤0.01%	399
2016 Q4	$6K	Buy	+255	New	+$6.47K	﹤0.01%	437
2016 Q1	–	Sell	-204	Closed	-$5K	–	309
2015 Q4	$5K	Buy	+204	New	+$5.47K	﹤0.01%	300

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grove Bank & Trust's LUMN Position: Q1 2025 in Review

Grove Bank & Trust sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2025, closing a stake of 44 shares — an estimated $234 sold.

Grove Bank & Trust first reported a position in LUMN in Q4 2015 and held it in 8 quarters. The position peaked at $18K in Q2 2017. 539 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Grove Bank & Trust reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Grove Bank & Trust sold 44 Lumen Technologies, Inc. Common Stock shares in Q1 2025, an estimated $234.
Grove Bank & Trust first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2015 and held it in 8 quarters.
Grove Bank & Trust's Lumen Technologies, Inc. Common Stock position peaked at $18K in Q2 2017.
539 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2025.

Based on Grove Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.