Sageworth Trust
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Sageworth Trust’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Sageworth Trust’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
2022
Q2 		– Sell
-78
Closed -$1K – 413
2022
Q1 		$1K Sell
78
-78
-50% -$893 ﹤0.01% 338
2021
Q4 		$2K Hold
156
– – ﹤0.01% 607
2021
Q3 		$2K Hold
156
– – ﹤0.01% 804
2021
Q2 		$2K Hold
156
– – ﹤0.01% 845
2021
Q1 		$2K Hold
156
– – ﹤0.01% 269
2020
Q4 		$2K Hold
156
– – ﹤0.01% 198
2020
Q3 		$2K Buy
+156
New +$1.62K ﹤0.01% 166

Other funds holding LUMN

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sageworth Trust's LUMN Position: Q2 2022 in Review

Sageworth Trust sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2022, closing a stake of 78 shares — an estimated $1K sold.

Sageworth Trust first reported a position in LUMN in Q3 2020 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 805 funds tracked by Wall St. Rank hold LUMN as of Q2 2022.

  • Sageworth Trust reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Sageworth Trust sold 78 Lumen Technologies, Inc. Common Stock shares in Q2 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2020 and held it in 7 quarters.
  • Sageworth Trust's Lumen Technologies, Inc. Common Stock position peaked at $2K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2022.

Based on Sageworth Trust's 13F filing for Q2 2022, filed 28 Jul 2022.