Indie Asset Partners’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Indie Asset Partners’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	-29,000	Closed	-$53.1K	–	94
2023 Q4	$53.1K	Buy	29,000 +4,500	+18%	+$6.38K	0.05%	84
2023 Q3	$34.8K	Hold	24,500	–	–	0.04%	78
2023 Q2	$55.4K	Buy	24,500 +1,000	+4%	+$2.2K	0.06%	79
2023 Q1	$62.3K	Hold	23,500	–	–	0.07%	82
2022 Q4	$123K	Hold	23,500	–	–	0.13%	83
2022 Q3	$171K	Hold	23,500	–	–	0.18%	85
2022 Q2	$256K	Hold	23,500	–	–	0.23%	77
2022 Q1	$265K	Hold	23,500	–	–	0.2%	100
2021 Q4	$295K	Buy	23,500 +500	+2%	+$6.36K	0.21%	95
2021 Q3	$285K	Hold	23,000	–	–	0.23%	93
2021 Q2	$313K	Buy	23,000 +700	+3%	+$9.66K	0.25%	78
2021 Q1	$298K	Buy	22,300 +500	+2%	+$6.21K	0.34%	80
2020 Q4	$213K	Buy	21,800 +1,800	+9%	+$17.8K	0.25%	101
2020 Q3	$202K	Buy	20,000 +150	+0.8%	+$1.56K	0.25%	88
2020 Q2	$216K	Buy	19,850 +650	+3%	+$6.5K	0.27%	83
2020 Q1	$182K	Buy	19,200 +2,450	+15%	+$30.6K	0.23%	74
2019 Q4	$221K	Buy	+16,750	New	+$225K	0.23%	77

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 $3.38T AUM 44.17% 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

Indie Asset Partners's LUMN Position: Q1 2024 in Review

Indie Asset Partners sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2024, closing a stake of 29,000 shares — an estimated $53.1K sold.

Indie Asset Partners first reported a position in LUMN in Q4 2019 and held it in 17 quarters. The position peaked at $313K in Q2 2021. 487 funds tracked by Wall St. Rank hold LUMN as of Q1 2024.

Indie Asset Partners reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Indie Asset Partners sold 29,000 Lumen Technologies, Inc. Common Stock shares in Q1 2024, an estimated $53.1K.
Indie Asset Partners first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 17 quarters.
Indie Asset Partners's Lumen Technologies, Inc. Common Stock position peaked at $313K in Q2 2021.
487 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2024.

Based on Indie Asset Partners's 13F filing for Q1 2024, filed 10 May 2024.