LF
LUMN icon

Lee Financial’s Lumen 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return