PSUF
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People's United Financial’s Lumen LUMN Stock Holding History

People's United Financial’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
-11,617
Closed -$144K – 707
2021
Q3 		$144K Buy
11,617
+1,228
+12% +$15.4K ﹤0.01% 713
2021
Q2 		$141K Buy
+10,389
New +$143K ﹤0.01% 713
2019
Q4 		– Sell
-57,502
Closed -$718K – 738
2019
Q3 		$718K Sell
57,502
-24,606
-30% -$292K 0.02% 446
2019
Q2 		$966K Buy
82,108
+14,337
+21% +$161K 0.03% 401
2019
Q1 		$812K Buy
67,771
+16,409
+32% +$228K 0.03% 429
2018
Q4 		$778K Buy
51,362
+6,388
+14% +$122K 0.03% 410
2018
Q3 		$953K Buy
44,974
+19,367
+76% +$405K 0.03% 365
2018
Q2 		$478K Buy
25,607
+3,553
+16% +$64.5K 0.01% 595
2018
Q1 		$363K Sell
22,054
-18,298
-45% -$317K 0.01% 579
2017
Q4 		$673K Buy
40,352
+22,298
+124% +$378K 0.02% 468
2017
Q3 		$341K Sell
18,054
-1,765
-9% -$37.2K 0.01% 472
2017
Q2 		$474K Sell
19,819
-857
-4% -$21.5K 0.02% 495
2017
Q1 		$487K Buy
20,676
+9,164
+80% +$224K 0.02% 471
2016
Q4 		$274K Buy
11,512
+10,968
+2,016% +$278K 0.01% 541
2016
Q3 		$15K Hold
544
– – ﹤0.01% 694
2016
Q2 		$16K Hold
544
– – ﹤0.01% 691
2016
Q1 		$17K Buy
544
+70
+15% +$1.96K ﹤0.01% 669
2015
Q4 		$12K Sell
474
-18
-4% -$483 ﹤0.01% 704
2015
Q3 		$12K Sell
492
-321
-39% -$8.89K ﹤0.01% 691
2015
Q2 		$24K Buy
813
+184
+29% +$6.27K ﹤0.01% 632
2015
Q1 		$22K Hold
629
– – ﹤0.01% 627
2014
Q4 		$25K Hold
629
– – ﹤0.01% 619
2014
Q3 		$26K Hold
629
– – ﹤0.01% 613
2014
Q2 		$23K Hold
629
– – ﹤0.01% 632
2014
Q1 		$21K Hold
629
– – ﹤0.01% 612
2013
Q4 		$20K Sell
629
-11,427
-95% -$365K ﹤0.01% 611
2013
Q3 		$379K Sell
12,056
-2,063
-15% -$70.2K 0.02% 336
2013
Q2 		$499K Buy
+14,119
New +$513K 0.03% 268

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

People's United Financial's LUMN Position: Q4 2021 in Review

People's United Financial sold out of Lumen (LUMN) in Q4 2021, closing a stake of 11,617 shares — an estimated $144K sold.

People's United Financial first reported a position in LUMN in Q2 2013 and held it in 28 quarters. The position peaked at $966K in Q2 2019. 792 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • People's United Financial reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
  • People's United Financial sold 11,617 Lumen shares in Q4 2021, an estimated $144K.
  • People's United Financial first reported a position in Lumen in Q2 2013 and held it in 28 quarters.
  • People's United Financial's Lumen position peaked at $966K in Q2 2019.
  • 792 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.