Kaizen Advisory’s Lumen LUMN Stock Holding History

Kaizen Advisory’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
2018 Q4	$41K	Buy	2,722 +344	+14%	+$6.57K	0.03%	364
2018 Q3	$50K	Hold	2,378	–	–	0.03%	334
2018 Q2	$44K	Buy	2,378 +1,448	+156%	+$26.3K	0.02%	363
2018 Q1	$15K	Hold	930	–	–	0.01%	387
2017 Q4	$16K	Buy	+930	New	+$15.8K	0.01%	364

Other funds holding LUMN

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's LUMN Position: Q4 2018 in Review

Kaizen Advisory increased its Lumen (LUMN) stake by 14% in Q4 2018, buying an estimated $6.57K and bringing the position to 2,722 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #364.

Kaizen Advisory first reported a position in LUMN in Q4 2017 and has held it in 5 quarters since. The position peaked at $50K in Q3 2018. 762 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

Kaizen Advisory held 2,722 shares of Lumen worth $41K as of Q4 2018.
Kaizen Advisory bought 344 Lumen shares in Q4 2018, an estimated $6.57K.
Lumen made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #364 holding.
Kaizen Advisory first reported a position in Lumen in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Lumen position peaked at $50K in Q3 2018.
762 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.