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Newfound Research’s Lumen Technologies, Inc. Common Stock 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 $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Newfound Research's LUMN Position: Q2 2020 in Review

Newfound Research sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in LUMN in Q2 2016 and held it in 12 quarters. The position peaked at $2K in Q2 2017. 672 funds tracked by Wall St. Rank hold LUMN as of Q2 2020.

  • Newfound Research reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 2 Lumen Technologies, Inc. Common Stock shares in Q2 2020.
  • Newfound Research first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2016 and held it in 12 quarters.
  • Newfound Research's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q2 2017.
  • 672 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.