NR
LUMN icon

Newfound Research’s Lumen LUMN Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-2
Closed – – 132
2020
Q1 		$0 Hold
2
– – ﹤0.01% 152
2019
Q4 		$0 Hold
2
– – ﹤0.01% 184
2019
Q3 		$0 Hold
2
– – ﹤0.01% 192
2019
Q2 		$0 Hold
2
– – ﹤0.01% 192
2019
Q1 		$0 Buy
+2
New +$28 ﹤0.01% 190
2018
Q1 		– Sell
-75
Closed -$1K – 222
2017
Q4 		$1K Buy
75
+2
+3% +$34 ﹤0.01% 149
2017
Q3 		$1K Buy
73
+2
+3% +$42 ﹤0.01% 145
2017
Q2 		$2K Buy
71
+2
+3% +$50 ﹤0.01% 110
2017
Q1 		$2K Buy
69
+3
+5% +$73 ﹤0.01% 109
2016
Q4 		$2K Buy
66
+7
+12% +$178 ﹤0.01% 89
2016
Q3 		$2K Buy
59
+3
+5% +$88 ﹤0.01% 95
2016
Q2 		$2K Buy
+56
New +$1.63K ﹤0.01% 87

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return