KFP
LUMN icon

KB Financial Partners’s Lumen LUMN Stock Holding History

KB Financial 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
2023
Q2 		– Sell
-604
Closed -$2K – 624
2023
Q1 		$2K Buy
604
+346
+134% +$1.4K ﹤0.01% 532
2022
Q4 		$1K Buy
258
+118
+84% +$725 ﹤0.01% 575
2022
Q3 		$1K Hold
140
– – ﹤0.01% 565
2022
Q2 		$2K Hold
140
– – ﹤0.01% 525
2022
Q1 		$2K Hold
140
– – ﹤0.01% 567
2021
Q4 		$2K Buy
+140
New +$1.78K ﹤0.01% 600
2021
Q3 		– Sell
-140
Closed -$2K – 394
2021
Q2 		$2K Hold
140
– – ﹤0.01% 575
2021
Q1 		$2K Buy
+140
New +$1.74K ﹤0.01% 583

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KB Financial Partners's LUMN Position: Q2 2023 in Review

KB Financial Partners sold out of Lumen (LUMN) in Q2 2023, closing a stake of 604 shares — an estimated $2K sold.

KB Financial Partners first reported a position in LUMN in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2023. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • KB Financial Partners reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • KB Financial Partners sold 604 Lumen shares in Q2 2023, an estimated $2K.
  • KB Financial Partners first reported a position in Lumen in Q1 2021 and held it in 8 quarters.
  • KB Financial Partners's Lumen position peaked at $2K in Q1 2023.
  • 554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.