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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 – 883
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 – 493
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MCF Advisors's LUMN Position: Q1 2025 in Review

MCF Advisors sold out of Lumen (LUMN) in Q1 2025, closing a stake of 168 shares — an estimated $893 sold.

MCF Advisors first reported a position in LUMN in Q3 2013 and held it in 14 quarters. The position peaked at $15K in Q3 2018. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • MCF Advisors reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • MCF Advisors sold 168 Lumen shares in Q1 2025, an estimated $893.
  • MCF Advisors first reported a position in Lumen in Q3 2013 and held it in 14 quarters.
  • MCF Advisors's Lumen position peaked at $15K in Q3 2018.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.