Laurie J. Hall Trustee’s Lumen LUMN Stock Holding History

Laurie J. Hall Trustee’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	–	Sell	-920	Closed	-$20K	–	341
2018 Q3	$20K	Hold	920	–	–	0.01%	248
2018 Q2	$17K	Hold	920	–	–	0.01%	257
2018 Q1	$15K	Sell	920 -2,132	-70%	-$37K	0.01%	261
2017 Q4	$51K	Buy	3,052 +2,132	+232%	+$36.2K	0.03%	187
2017 Q3	$17.4K	Buy	920 +460	+100%	+$9.68K	0.01%	218
2017 Q2	$11K	Hold	460	–	–	0.01%	243
2017 Q1	$11.1K	Hold	460	–	–	0.01%	239
2016 Q4	$12K	Buy	+460	New	+$11.7K	0.01%	233
2016 Q2	$14K	Buy	460 +270	+142%	+$7.86K	0.01%	216
2016 Q1	$6K	Buy	+190	New	+$5.33K	﹤0.01%	229

Other funds holding LUMN

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurie J. Hall Trustee's LUMN Position: Q4 2018 in Review

Laurie J. Hall Trustee sold out of Lumen (LUMN) in Q4 2018, closing a stake of 920 shares — an estimated $20K sold.

Laurie J. Hall Trustee first reported a position in LUMN in Q1 2016 and held it in 10 quarters. The position peaked at $51K in Q4 2017. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

Laurie J. Hall Trustee reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
Laurie J. Hall Trustee sold 920 Lumen shares in Q4 2018, an estimated $20K.
Laurie J. Hall Trustee first reported a position in Lumen in Q1 2016 and held it in 10 quarters.
Laurie J. Hall Trustee's Lumen position peaked at $51K in Q4 2017.
763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2018, filed 14 Feb 2019.