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J. Goldman & Co’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

J. Goldman & Co’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
-109,621
Closed -$572K – 434
2022
Q4 		$572K Buy
+109,621
New +$674K 0.03% 269
2016
Q2 		– Sell
-27,000
Closed -$786K – 381
2016
Q1 		$863K Buy
+27,000
New +$757K 0.05% 233

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 $3.38T 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
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

J. Goldman & Co's LUMN Position: Q1 2023 in Review

J. Goldman & Co sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 109,621 shares — an estimated $572K sold.

J. Goldman & Co first reported a position in LUMN in Q1 2016 and held it in 2 quarters. The position peaked at $863K in Q1 2016. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • J. Goldman & Co reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • J. Goldman & Co sold 109,621 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $572K.
  • J. Goldman & Co first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2016 and held it in 2 quarters.
  • J. Goldman & Co's Lumen Technologies, Inc. Common Stock position peaked at $863K in Q1 2016.
  • 637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.