Rational Advisors’s Lumen LUMN Stock Holding History

Rational Advisors’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 Q2	–	Sell	-12,362	Closed	-$165K	–	165
2021 Q1	$165K	Buy	+12,362	New	+$154K	0.03%	134
2020 Q4	–	Sell	-177	Closed	-$2K	–	444
2020 Q3	$2K	Sell	177 -1,297	-88%	-$13.5K	﹤0.01%	481
2020 Q2	$15K	Buy	+1,474	New	+$14.7K	0.01%	316
2020 Q1	–	Sell	-25,224	Closed	-$333K	–	371
2019 Q4	$333K	Sell	25,224 -53,939	-68%	-$723K	0.16%	149
2019 Q3	$988K	Buy	79,163 +9,848	+14%	+$117K	0.38%	78
2019 Q2	$815K	Buy	69,315 +561	+0.8%	+$6.31K	0.29%	118
2019 Q1	$824K	Buy	68,754 +28,651	+71%	+$398K	0.22%	119
2018 Q4	$608K	Buy	40,103 +19,451	+94%	+$371K	0.19%	105
2018 Q3	$438K	Buy	20,652 +1,387	+7%	+$29K	0.1%	160
2018 Q2	$359K	Sell	19,265 -40,406	-68%	-$734K	0.17%	155
2018 Q1	$980K	Buy	59,671 +71	+0.1%	+$1.23K	0.46%	81
2017 Q4	$994K	Buy	59,600 +32,700	+122%	+$554K	0.52%	72
2017 Q3	$508K	Sell	26,900 -70,200	-72%	-$1.48M	0.27%	112
2017 Q2	$2.32M	Sell	97,100 -103,900	-52%	-$2.61M	1.44%	10
2017 Q1	$4.74M	Buy	+201,000	New	+$4.9M	3.11%	2

Other funds holding LUMN

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

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

First Trust Advisors

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