Migdal Insurance & Financial Holdings’s Lumen LUMN Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-10,702	Closed	-$104K	–	699
2020 Q4	$104K	Sell	10,702 -12,949	-55%	-$128K	﹤0.01%	388
2020 Q3	$239K	Buy	23,651 +15,167	+179%	+$158K	﹤0.01%	420
2020 Q2	$85K	Buy	+8,484	New	+$84.9K	﹤0.01%	442
2020 Q1	–	Sell	-5,991	Closed	-$79K	–	730
2019 Q4	$79K	Buy	5,991 +2,066	+53%	+$27.7K	﹤0.01%	595
2019 Q3	$49K	Buy	+3,925	New	+$46.6K	﹤0.01%	602
2018 Q3	–	Sell	-5,453	Closed	-$102K	–	790
2018 Q2	$102K	Buy	5,453 +5,421	+16,941%	+$98.5K	﹤0.01%	516
2018 Q1	$1K	Buy	+32	New	+$555	﹤0.01%	665
2017 Q1	–	Sell	-501	Closed	-$12K	–	479
2016 Q4	$12K	Buy	+501	New	+$12.7K	﹤0.01%	387

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Migdal Insurance & Financial Holdings's LUMN Position: Q1 2021 in Review

Migdal Insurance & Financial Holdings sold out of Lumen (LUMN) in Q1 2021, closing a stake of 10,702 shares — an estimated $104K sold.

Migdal Insurance & Financial Holdings first reported a position in LUMN in Q4 2016 and held it in 8 quarters. The position peaked at $239K in Q3 2020. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

Migdal Insurance & Financial Holdings reported no remaining Lumen position as of Q1 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 10,702 Lumen shares in Q1 2021, an estimated $104K.
Migdal Insurance & Financial Holdings first reported a position in Lumen in Q4 2016 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Lumen position peaked at $239K in Q3 2020.
708 funds tracked by Wall St. Rank held Lumen as of Q1 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.