Metis Global Partners’s Lumen LUMN Stock Holding History

Metis Global Partners’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	-19,812	Closed	-$103K	–	681
2022 Q4	$103K	Buy	19,812 +5,756	+41%	+$35.4K	0.01%	620
2022 Q3	$102K	Buy	14,056 +534	+4%	+$5.43K	0.02%	515
2022 Q2	$148K	Sell	13,522 -530	-4%	-$5.95K	0.02%	522
2022 Q1	$158K	Buy	+14,052	New	+$161K	0.02%	531

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

Metis Global Partners's LUMN Position: Q1 2023 in Review

Metis Global Partners sold out of Lumen (LUMN) in Q1 2023, closing a stake of 19,812 shares — an estimated $103K sold.

Metis Global Partners first reported a position in LUMN in Q1 2022 and held it in 4 quarters. The position peaked at $158K in Q1 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Metis Global Partners reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
Metis Global Partners sold 19,812 Lumen shares in Q1 2023, an estimated $103K.
Metis Global Partners first reported a position in Lumen in Q1 2022 and held it in 4 quarters.
Metis Global Partners's Lumen position peaked at $158K in Q1 2022.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Metis Global Partners's 13F filing for Q1 2023, filed 8 May 2023.