IFM Investors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

IFM Investors’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 Q1	–	Sell	-144,380	Closed	-$754K	–	629
2022 Q4	$754K	Sell	144,380 -13,014	-8%	-$80K	0.01%	591
2022 Q3	$1.15M	Hold	157,394	–	–	0.02%	550
2022 Q2	$1.72M	Hold	157,394	–	–	0.03%	497
2022 Q1	$1.77M	Buy	157,394 +30,444	+24%	+$348K	0.03%	506
2021 Q4	$1.59M	Buy	126,950 +2,057	+2%	+$26.2K	0.03%	521
2021 Q3	$1.55M	Sell	124,893 -3,066	-2%	-$38.4K	0.03%	496
2021 Q2	$1.74M	Buy	127,959 +24,457	+24%	+$337K	0.04%	484
2021 Q1	$1.38M	Buy	103,502 +14,102	+16%	+$175K	0.04%	465
2020 Q4	$872K	Buy	89,400 +14,704	+20%	+$145K	0.03%	530
2020 Q3	$754K	Buy	74,696 +6,669	+10%	+$69.3K	0.03%	475
2020 Q2	$682K	Sell	68,027 -29,544	-30%	-$296K	0.04%	453
2020 Q1	$960K	Sell	97,571 -3,895	-4%	-$48.7K	0.04%	389
2019 Q4	$1.34M	Sell	101,466 -5,985	-6%	-$80.3K	0.05%	390
2019 Q3	$1.34M	Buy	107,451 +31,357	+41%	+$372K	0.05%	385
2019 Q2	$895K	Buy	76,094 +16,602	+28%	+$187K	0.05%	386
2019 Q1	$713K	Buy	59,492 +3,740	+7%	+$52K	0.05%	410
2018 Q4	$845K	Buy	55,752 +5,116	+10%	+$97.6K	0.07%	293
2018 Q3	$1.07M	Buy	50,636 +7,216	+17%	+$151K	0.08%	250
2018 Q2	$809K	Buy	43,420 +13,624	+46%	+$247K	0.08%	276
2018 Q1	$490K	Buy	29,796 +1,644	+6%	+$28.5K	0.07%	313
2017 Q4	$470K	Buy	28,152 +12,119	+76%	+$205K	0.07%	304
2017 Q3	$303K	Buy	16,033 +217	+1%	+$4.57K	0.05%	416
2017 Q2	$378K	Buy	15,816 +4,815	+44%	+$121K	0.07%	345
2017 Q1	$259K	Buy	+11,001	New	+$268K	0.07%	365

Other funds holding LUMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IFM Investors's LUMN Position: Q1 2023 in Review

IFM Investors sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 144,380 shares — an estimated $754K sold.

IFM Investors first reported a position in LUMN in Q1 2017 and held it in 24 quarters. The position peaked at $1.77M in Q1 2022. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

IFM Investors reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
IFM Investors sold 144,380 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $754K.
IFM Investors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2017 and held it in 24 quarters.
IFM Investors's Lumen Technologies, Inc. Common Stock position peaked at $1.77M in Q1 2022.
637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.