HVIA
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Hudson Valley Investment Advisors’s Lumen LUMN Stock Holding History

Hudson Valley Investment 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
Q4 		– Sell
-15,006
Closed -$109K – 221
2022
Q3 		$109K Hold
15,006
– – 0.02% 209
2022
Q2 		$164K Buy
15,006
+6
+0% +$67 0.03% 194
2022
Q1 		$169K Hold
15,000
– – 0.02% 197
2021
Q4 		$188K Hold
15,000
– – 0.03% 175
2021
Q3 		$186K Hold
15,000
– – 0.03% 173
2021
Q2 		$204K Hold
15,000
– – 0.04% 165
2021
Q1 		$200K Hold
15,000
– – 0.04% 162
2020
Q4 		$146K Buy
+15,000
New +$148K 0.03% 157

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hudson Valley Investment Advisors's LUMN Position: Q4 2022 in Review

Hudson Valley Investment Advisors sold out of Lumen (LUMN) in Q4 2022, closing a stake of 15,006 shares — an estimated $109K sold.

Hudson Valley Investment Advisors first reported a position in LUMN in Q4 2020 and held it in 8 quarters. The position peaked at $204K in Q2 2021. 754 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

  • Hudson Valley Investment Advisors reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 15,006 Lumen shares in Q4 2022, an estimated $109K.
  • Hudson Valley Investment Advisors first reported a position in Lumen in Q4 2020 and held it in 8 quarters.
  • Hudson Valley Investment Advisors's Lumen position peaked at $204K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.