Mid Atlantic Financial Management’s Lumen LUMN Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$136K	Sell	10,987 -300	-3%	-$3.76K	0.01%	873
2021 Q2	$153K	Buy	11,287 +1,273	+13%	+$17.6K	0.01%	874
2021 Q1	$134K	Buy	+10,014	New	+$124K	0.01%	816
2019 Q3	–	Sell	-15,061	Closed	-$177K	–	740
2019 Q2	$177K	Buy	15,061 +2,638	+21%	+$29.7K	0.02%	657
2019 Q1	$149K	Sell	12,423 -10,607	-46%	-$147K	0.02%	651
2018 Q4	$349K	Buy	+23,030	New	+$440K	0.04%	435

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Mid Atlantic Financial Management's LUMN Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Lumen (LUMN) stake by 2.7% in Q3 2021, selling an estimated $3.76K and leaving 10,987 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #873.

Mid Atlantic Financial Management first reported a position in LUMN in Q4 2018 and has held it in 6 quarters since. The position peaked at $349K in Q4 2018. 710 funds tracked by Wall St. Rank hold LUMN as of Q3 2021.

Mid Atlantic Financial Management held 10,987 shares of Lumen worth $136K as of Q3 2021.
Mid Atlantic Financial Management sold 300 Lumen shares in Q3 2021, an estimated $3.76K.
Lumen made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #873 holding.
Mid Atlantic Financial Management first reported a position in Lumen in Q4 2018 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Lumen position peaked at $349K in Q4 2018.
710 funds tracked by Wall St. Rank held Lumen as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.