Mirador Capital Partners’s Lumen LUMN Stock Holding History

Mirador Capital 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	-30,083	Closed	-$157K	–	198
2022 Q4	$157K	Sell	30,083 -7,775	-21%	-$47.8K	0.04%	185
2022 Q3	$276K	Buy	37,858 +853	+2%	+$8.68K	0.07%	168
2022 Q2	$404K	Buy	37,005 +2,614	+8%	+$29.3K	0.1%	133
2022 Q1	$388K	Buy	34,391 +12,796	+59%	+$146K	0.08%	158
2021 Q4	$271K	Buy	+21,595	New	+$275K	0.06%	191
2021 Q1	–	Sell	-23,072	Closed	-$225K	–	186
2020 Q4	$225K	Sell	23,072 -18,432	-44%	-$182K	0.06%	163
2020 Q3	$419K	Buy	41,504 +15,114	+57%	+$157K	0.13%	115
2020 Q2	$265K	Buy	+26,390	New	+$264K	0.1%	129
2020 Q1	–	Sell	-60,319	Closed	-$797K	–	156
2019 Q4	$797K	Buy	60,319 +13,721	+29%	+$184K	0.32%	75
2019 Q3	$582K	Buy	46,598 +27,088	+139%	+$322K	0.26%	88
2019 Q2	$229K	Buy	+19,510	New	+$219K	0.11%	144
2017 Q3	–	Sell	-109,760	Closed	-$2.47M	–	143
2017 Q2	$2.47M	Buy	109,760 +10,922	+11%	+$274K	1.51%	19
2017 Q1	$2.33M	Buy	98,838 +13,296	+16%	+$324K	1.7%	17
2016 Q4	$2.03M	Buy	85,542 +30,998	+57%	+$787K	1.63%	18
2016 Q3	$1.5M	Buy	54,544 +245	+0.5%	+$7.15K	1.31%	26
2016 Q2	$1.66M	Sell	54,299 -142	-0.3%	-$4.14K	1.66%	21
2016 Q1	$1.74M	Buy	+54,441	New	+$1.53M	1.93%	12

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

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 $168B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors

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