Hussman Strategic Advisors’s Lumen LUMN Stock Holding History

Hussman Strategic 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
2025 Q3	–	Sell	-147,000	Closed	-$644K	–	316
2025 Q2	$644K	Hold	147,000	–	–	0.15%	175
2025 Q1	$576K	Hold	147,000	–	–	0.14%	190
2024 Q4	$781K	Buy	+147,000	New	+$1.01M	0.23%	153
2023 Q2	–	Sell	-62,000	Closed	-$164K	–	326
2023 Q1	$164K	Hold	62,000	–	–	0.03%	298
2022 Q4	$324K	Hold	62,000	–	–	0.05%	274
2022 Q3	$451K	Hold	62,000	–	–	0.08%	257
2022 Q2	$676K	Sell	62,000 -16,000	-21%	-$180K	0.12%	240
2022 Q1	$879K	Hold	78,000	–	–	0.17%	193
2021 Q4	$979K	Buy	+78,000	New	+$993K	0.21%	151
2021 Q2	–	Sell	-36,000	Closed	-$481K	–	366
2021 Q1	$481K	Sell	36,000 -26,000	-42%	-$323K	0.1%	261
2020 Q4	$604K	Hold	62,000	–	–	0.16%	213
2020 Q3	$626K	Hold	62,000	–	–	0.17%	194
2020 Q2	$622K	Buy	62,000 +12,000	+24%	+$120K	0.16%	198
2020 Q1	$473K	Buy	+50,000	New	+$625K	0.13%	226

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

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

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return