Sara-Bay Financial’s Lumen LUMN Stock Holding History

Sara-Bay Financial’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 Q4	–	Sell	-7,272	Closed	-$53K	–	84
2022 Q3	$53K	Buy	+7,272	New	+$74K	0.03%	78

Other funds holding LUMN

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

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

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

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

SAM

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Sara-Bay Financial's LUMN Position: Q4 2022 in Review

Sara-Bay Financial sold out of Lumen (LUMN) in Q4 2022, closing a stake of 7,272 shares — an estimated $53K sold.

Sara-Bay Financial first reported a position in LUMN in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 753 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Sara-Bay Financial reported no remaining Lumen position as of Q4 2022 after selling out during the quarter.
Sara-Bay Financial sold 7,272 Lumen shares in Q4 2022, an estimated $53K.
Sara-Bay Financial first reported a position in Lumen in Q3 2022 and held it in 1 quarter.
Sara-Bay Financial's Lumen position peaked at $53K in Q3 2022.
753 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Sara-Bay Financial's 13F filing for Q4 2022, filed 11 Jan 2023.