M&R Capital Management’s Lumen LUMN Stock Holding History

M&R Capital Management’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	-750	Closed	-$3.92K	–	632
2022 Q4	$3.92K	Buy	+750	New	+$4.61K	﹤0.01%	434

Other funds holding LUMN

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

M&R Capital Management's LUMN Position: Q1 2023 in Review

M&R Capital Management sold out of Lumen (LUMN) in Q1 2023, closing a stake of 750 shares — an estimated $3.92K sold.

M&R Capital Management first reported a position in LUMN in Q4 2022 and held it in 1 quarter. The position peaked at $3.92K in Q4 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

M&R Capital Management reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 750 Lumen shares in Q1 2023, an estimated $3.92K.
M&R Capital Management first reported a position in Lumen in Q4 2022 and held it in 1 quarter.
M&R Capital Management's Lumen position peaked at $3.92K in Q4 2022.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.