HBC Financial Services’s Lumen LUMN Stock Holding History

HBC 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
2024 Q1	–	Sell	-60	Closed	–	–	175
2023 Q4	$0	Buy	+60	New	+$85	﹤0.01%	185

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

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

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HBC Financial Services's LUMN Position: Q1 2024 in Review

HBC Financial Services sold out of Lumen (LUMN) in Q1 2024, closing a stake of 60 shares.

HBC Financial Services first reported a position in LUMN in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 486 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

HBC Financial Services reported no remaining Lumen position as of Q1 2024 after selling out during the quarter.
HBC Financial Services sold 60 Lumen shares in Q1 2024.
HBC Financial Services first reported a position in Lumen in Q4 2023 and held it in 1 quarter.
HBC Financial Services's Lumen position peaked at $0 in Q4 2023.
486 funds tracked by Wall St. Rank held Lumen as of Q1 2024.

Based on HBC Financial Services's 13F filing for Q1 2024, filed 6 May 2024.