MCF Advisors’s Lumen LUMN Stock Holding History

MCF Advisors’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
2025 Q1	–	Sell	-168	Closed	-$893	–	975
2024 Q4	$893	Buy	+168	New	+$1.16K	﹤0.01%	923
2023 Q2	–	Sell	-317	Closed	-$841	–	885
2023 Q1	$841	Buy	+317	New	+$1.28K	﹤0.01%	783
2022 Q4	–	Sell	-407	Closed	-$3K	–	855
2022 Q3	$3K	Buy	+407	New	+$4.14K	﹤0.01%	650
2018 Q4	–	Sell	-704	Closed	-$15K	–	495
2018 Q3	$15K	Buy	+704	New	+$14.7K	﹤0.01%	322
2018 Q1	–	Sell	-90	Closed	-$2K	–	492
2017 Q4	$2K	Buy	90 +3	+3%	+$51	﹤0.01%	424
2017 Q3	$2K	Buy	87 +2	+2%	+$42	﹤0.01%	446
2017 Q2	$2K	Buy	85 +2	+2%	+$50	﹤0.01%	445
2017 Q1	$2K	Buy	83 +2	+2%	+$49	﹤0.01%	421
2016 Q4	$2K	Buy	81 +2	+3%	+$51	﹤0.01%	409
2016 Q3	$2K	Buy	79 +1	+1%	+$29	﹤0.01%	422
2016 Q2	$2K	Buy	78 +2	+3%	+$58	﹤0.01%	477
2016 Q1	$2K	Buy	+76	New	+$2.13K	﹤0.01%	414
2014 Q4	–	Sell	-102	Closed	-$4K	–	426
2014 Q3	$4K	Buy	+102	New	+$4.01K	﹤0.01%	392
2013 Q4	–	Sell	-150	Closed	-$5K	–	415
2013 Q3	$5K	Buy	+150	New	+$5.11K	﹤0.01%	330

Other funds holding LUMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return