R Squared’s Lumen LUMN Stock Holding History

R Squared’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
2025 Q1	–	Sell	-8,950	Closed	-$47.5K	–	963
2024 Q4	$47.5K	Buy	+8,950	New	+$61.8K	0.05%	516

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's LUMN Position: Q1 2025 in Review

R Squared sold out of Lumen (LUMN) in Q1 2025, closing a stake of 8,950 shares — an estimated $47.5K sold.

R Squared first reported a position in LUMN in Q4 2024 and held it in 1 quarter. The position peaked at $47.5K in Q4 2024. 537 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

R Squared reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
R Squared sold 8,950 Lumen shares in Q1 2025, an estimated $47.5K.
R Squared first reported a position in Lumen in Q4 2024 and held it in 1 quarter.
R Squared's Lumen position peaked at $47.5K in Q4 2024.
537 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.