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Midwest Heritage Bank’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Midwest Heritage Bank’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
2024
Q3 		– Sell
-11,289
Closed -$12.4K – 59
2024
Q2 		$12.4K Buy
+11,289
New +$14.3K 0.01% 55
2023
Q1 		– Sell
-10,939
Closed -$57.1K – 57
2022
Q4 		$57.1K Hold
10,939
– – 0.06% 62
2022
Q3 		$80K Hold
10,939
– – 0.08% 63
2022
Q2 		$119K Buy
+10,939
New +$123K 0.11% 65

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Midwest Heritage Bank's LUMN Position: Q3 2024 in Review

Midwest Heritage Bank sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2024, closing a stake of 11,289 shares — an estimated $12.4K sold.

Midwest Heritage Bank first reported a position in LUMN in Q2 2022 and held it in 4 quarters. The position peaked at $119K in Q2 2022. 507 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

  • Midwest Heritage Bank reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Midwest Heritage Bank sold 11,289 Lumen Technologies, Inc. Common Stock shares in Q3 2024, an estimated $12.4K.
  • Midwest Heritage Bank first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2022 and held it in 4 quarters.
  • Midwest Heritage Bank's Lumen Technologies, Inc. Common Stock position peaked at $119K in Q2 2022.
  • 507 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2024.

Based on Midwest Heritage Bank's 13F filing for Q3 2024, filed 18 Oct 2024.