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LUMN icon

Insight Folios’s Lumen LUMN Stock Holding History

Insight Folios’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
-71,591
Closed -$374K – 108
2022
Q4 		$374K Buy
+71,591
New +$440K 0.17% 60
2022
Q1 		– Sell
-387,289
Closed -$4.86M – 130
2021
Q4 		$4.86M Buy
+387,289
New +$4.93M 2.28% 19
2021
Q1 		– Sell
-338,587
Closed -$3.3M – 38
2020
Q4 		$3.3M Buy
338,587
+30,306
+10% +$299K 2.45% 29
2020
Q3 		$3.11M Buy
308,281
+12,577
+4% +$131K 2.88% 21
2020
Q2 		$2.97M Sell
295,704
-17,091
-5% -$171K 2.85% 21
2020
Q1 		$2.96M Buy
312,795
+27,417
+10% +$343K 3.38% 13
2019
Q4 		$3.77M Buy
+285,378
New +$3.83M 3.34% 13

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Insight Folios's LUMN Position: Q1 2023 in Review

Insight Folios sold out of Lumen (LUMN) in Q1 2023, closing a stake of 71,591 shares — an estimated $374K sold.

Insight Folios first reported a position in LUMN in Q4 2019 and held it in 7 quarters. The position peaked at $4.86M in Q4 2021. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Insight Folios reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
  • Insight Folios sold 71,591 Lumen shares in Q1 2023, an estimated $374K.
  • Insight Folios first reported a position in Lumen in Q4 2019 and held it in 7 quarters.
  • Insight Folios's Lumen position peaked at $4.86M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Insight Folios's 13F filing for Q1 2023, filed 18 Apr 2023.