Lee Financial’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Lee Financial’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	-599	Closed	-$3.13K	–	892
2022 Q4	$3.13K	Buy	599 +152	+34%	+$934	﹤0.01%	613
2022 Q3	$3K	Hold	447	–	–	﹤0.01%	625
2022 Q2	$5K	Buy	+447	New	+$5.02K	﹤0.01%	558
2022 Q1	–	Sell	-18	Closed	–	–	875
2021 Q4	$0	Sell	18 -82	-82%	-$1.04K	﹤0.01%	931
2021 Q3	$1K	Sell	100 -272	-73%	-$3.41K	﹤0.01%	674
2021 Q2	$5K	Buy	+372	New	+$5.13K	﹤0.01%	464
2020 Q4	–	Sell	-43	Closed	–	–	511
2020 Q3	$0	Buy	+43	New	+$447	﹤0.01%	549
2018 Q3	–	Sell	-52	Closed	-$1K	–	596
2018 Q2	$1K	Buy	+52	New	+$944	﹤0.01%	755

Other funds holding LUMN

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

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Lee Financial's LUMN Position: Q1 2023 in Review

Lee Financial sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 599 shares — an estimated $3.13K sold.

Lee Financial first reported a position in LUMN in Q2 2018 and held it in 8 quarters. The position peaked at $5K in Q2 2022. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Lee Financial reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 599 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $3.13K.
Lee Financial first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2018 and held it in 8 quarters.
Lee Financial's Lumen Technologies, Inc. Common Stock position peaked at $5K in Q2 2022.
637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.