JIP
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Jaffetilchin Investment Partners’s Lumen LUMN Stock Holding History

Jaffetilchin Investment 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
Q4 		– Sell
-100
Closed -$710 – 880
2024
Q3 		$710 Buy
+100
New +$427 ﹤0.01% 1279
2023
Q1 		– Sell
-26,808
Closed -$140K – 375
2022
Q4 		$140K Buy
+26,808
New +$165K 0.02% 335
2022
Q3 		– Sell
-35,023
Closed -$382K – 333
2022
Q2 		$382K Buy
35,023
+3,975
+13% +$44.6K 0.05% 218
2022
Q1 		$356K Buy
+31,048
New +$355K 0.04% 243
2021
Q4 		– Sell
-10,874
Closed -$135K – 367
2021
Q3 		$135K Buy
+10,874
New +$136K 0.01% 352
2015
Q1 		– Sell
-18,530
Closed -$733K – 233
2014
Q4 		$733K Buy
+18,530
New +$741K 0.25% 66

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jaffetilchin Investment Partners's LUMN Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Lumen (LUMN) in Q4 2024, closing a stake of 100 shares — an estimated $710 sold.

Jaffetilchin Investment Partners first reported a position in LUMN in Q4 2014 and held it in 6 quarters. The position peaked at $733K in Q4 2014. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 100 Lumen shares in Q4 2024, an estimated $710.
  • Jaffetilchin Investment Partners first reported a position in Lumen in Q4 2014 and held it in 6 quarters.
  • Jaffetilchin Investment Partners's Lumen position peaked at $733K in Q4 2014.
  • 557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.