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Princeton Portfolio Strategies Group’s Lumen LUMN Stock Holding History

Princeton Portfolio Strategies Group’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
2018
Q4 		– Sell
-15,762
Closed -$334K – 153
2018
Q3 		$334K Buy
+15,762
New +$330K 0.09% 132

Other funds holding LUMN

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Princeton Portfolio Strategies Group's LUMN Position: Q4 2018 in Review

Princeton Portfolio Strategies Group sold out of Lumen (LUMN) in Q4 2018, closing a stake of 15,762 shares — an estimated $334K sold.

Princeton Portfolio Strategies Group first reported a position in LUMN in Q3 2018 and held it in 1 quarter. The position peaked at $334K in Q3 2018. 763 funds tracked by Wall St. Rank hold LUMN as of Q4 2018.

  • Princeton Portfolio Strategies Group reported no remaining Lumen position as of Q4 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 15,762 Lumen shares in Q4 2018, an estimated $334K.
  • Princeton Portfolio Strategies Group first reported a position in Lumen in Q3 2018 and held it in 1 quarter.
  • Princeton Portfolio Strategies Group's Lumen position peaked at $334K in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Lumen as of Q4 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2018, filed 13 Feb 2019.