Mariner Independent Advisor Network’s Lumen LUMN Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$371K	Buy	50,966 +15	+0%	+$153	0.02%	506
2022 Q2	$558K	Sell	50,951 -2,663	-5%	-$29.9K	0.02%	463
2022 Q1	$600K	Sell	53,614 -19	-0%	-$217	0.02%	428
2021 Q4	$681K	Sell	53,633 -428	-0.8%	-$5.45K	0.03%	371
2021 Q3	$670K	Buy	54,061 +1,729	+3%	+$21.7K	0.03%	371
2021 Q2	$711K	Buy	+52,332	New	+$722K	0.03%	388
2014 Q3	–	Sell	-6,590	Closed	-$239K	–	148
2014 Q2	$239K	Buy	+6,590	New	+$237K	0.12%	115

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Independent Advisor Network's LUMN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Lumen (LUMN) stake by 0.03% in Q3 2022, buying an estimated $153 and bringing the position to 50,966 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #506.

Mariner Independent Advisor Network first reported a position in LUMN in Q2 2014 and has held it in 7 quarters since. The position peaked at $711K in Q2 2021. 779 funds tracked by Wall St. Rank hold LUMN as of Q3 2022.

Mariner Independent Advisor Network held 50,966 shares of Lumen worth $371K as of Q3 2022.
Mariner Independent Advisor Network bought 15 Lumen shares in Q3 2022, an estimated $153.
Lumen made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #506 holding.
Mariner Independent Advisor Network first reported a position in Lumen in Q2 2014 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Lumen position peaked at $711K in Q2 2021.
779 funds tracked by Wall St. Rank held Lumen as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.