Harel Insurance Investments & Financial Services’s Lumen LUMN Stock Holding History

Harel Insurance Investments & Financial Services’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 Q2	–	Sell	-215,000	Closed	-$550K	–	754
2023 Q1	$550K	Buy	+215,000	New	+$867K	0.01%	223
2018 Q2	–	Sell	-15,000	Closed	-$246K	–	482
2018 Q1	$246K	Sell	15,000 -16,000	-52%	-$278K	0.01%	193
2017 Q4	$517K	Buy	+31,000	New	+$526K	0.03%	128
2016 Q3	–	Sell	-600	Closed	-$17K	–	597
2016 Q2	$17K	Buy	+600	New	+$17.5K	﹤0.01%	482

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LUMN Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Lumen (LUMN) in Q2 2023, closing a stake of 215,000 shares — an estimated $550K sold.

Harel Insurance Investments & Financial Services first reported a position in LUMN in Q2 2016 and held it in 4 quarters. The position peaked at $550K in Q1 2023. 555 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 215,000 Lumen shares in Q2 2023, an estimated $550K.
Harel Insurance Investments & Financial Services first reported a position in Lumen in Q2 2016 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Lumen position peaked at $550K in Q1 2023.
555 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.