Herold Advisors’s Lumen LUMN Stock Holding History

Herold Advisors’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 Q2	–	Sell	-150	Closed	-$1.69K	–	457
2022 Q1	$1.69K	Buy	+150	New	+$1.72K	﹤0.01%	714
2021 Q4	–	Sell	-150	Closed	-$1K	–	445
2021 Q3	$1K	Buy	+150	New	+$1.88K	﹤0.01%	705

Other funds holding LUMN

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Herold Advisors's LUMN Position: Q2 2022 in Review

Herold Advisors sold out of Lumen (LUMN) in Q2 2022, closing a stake of 150 shares — an estimated $1.69K sold.

Herold Advisors first reported a position in LUMN in Q3 2021 and held it in 2 quarters. The position peaked at $1.69K in Q1 2022. 805 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

Herold Advisors reported no remaining Lumen position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 150 Lumen shares in Q2 2022, an estimated $1.69K.
Herold Advisors first reported a position in Lumen in Q3 2021 and held it in 2 quarters.
Herold Advisors's Lumen position peaked at $1.69K in Q1 2022.
805 funds tracked by Wall St. Rank held Lumen as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.