Red Tortoise LLC’s Lumen LUMN Stock Holding History

Red Tortoise LLC’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	-231	Closed	-$2K	–	327
2021 Q3	$2K	Buy	+231	New	+$2.9K	﹤0.01%	440

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Red Tortoise LLC's LUMN Position: Q4 2021 in Review

Red Tortoise LLC sold out of Lumen (LUMN) in Q4 2021, closing a stake of 231 shares — an estimated $2K sold.

Red Tortoise LLC first reported a position in LUMN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Red Tortoise LLC reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
Red Tortoise LLC sold 231 Lumen shares in Q4 2021, an estimated $2K.
Red Tortoise LLC first reported a position in Lumen in Q3 2021 and held it in 1 quarter.
Red Tortoise LLC's Lumen position peaked at $2K in Q3 2021.
791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Red Tortoise LLC's 13F filing for Q4 2021, filed 10 Feb 2022.