Morris Capital Advisors’s Lumen LUMN Stock Holding History

Morris Capital Advisors’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 Q4	–	Sell	-11,004	Closed	-$136K	–	56
2021 Q3	$136K	Buy	+11,004	New	+$138K	0.11%	58
2020 Q2	–	Sell	-17,484	Closed	-$165K	–	61
2020 Q1	$165K	Hold	17,484	–	–	0.18%	60
2019 Q4	$231K	Hold	17,484	–	–	0.19%	65
2019 Q3	$218K	Hold	17,484	–	–	0.19%	62
2019 Q2	$206K	Buy	+17,484	New	+$197K	0.17%	63

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

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

Morris Capital Advisors's LUMN Position: Q4 2021 in Review

Morris Capital Advisors sold out of Lumen (LUMN) in Q4 2021, closing a stake of 11,004 shares — an estimated $136K sold.

Morris Capital Advisors first reported a position in LUMN in Q2 2019 and held it in 5 quarters. The position peaked at $231K in Q4 2019. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Morris Capital Advisors reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
Morris Capital Advisors sold 11,004 Lumen shares in Q4 2021, an estimated $136K.
Morris Capital Advisors first reported a position in Lumen in Q2 2019 and held it in 5 quarters.
Morris Capital Advisors's Lumen position peaked at $231K in Q4 2019.
791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Morris Capital Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.