Sargent Bickham Lagudis’s Lumen LUMN Stock Holding History

Sargent Bickham Lagudis’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	$2.16K	Buy	414 +26	+7%	+$160	﹤0.01%	909
2022 Q3	$2K	Buy	388 +37	+11%	+$376	﹤0.01%	891
2022 Q2	$4K	Hold	351	–	–	﹤0.01%	831
2022 Q1	$4K	Sell	351 -1,099	-76%	-$12.6K	﹤0.01%	822
2021 Q4	$18K	Sell	1,450 -43	-3%	-$547	﹤0.01%	620
2021 Q3	$18K	Buy	1,493 +67	+5%	+$840	﹤0.01%	624
2021 Q2	$19K	Hold	1,426	–	–	﹤0.01%	618
2021 Q1	$19K	Buy	1,426 +1,078	+310%	+$13.4K	﹤0.01%	594
2020 Q4	$3K	Buy	348 +201	+137%	+$1.98K	﹤0.01%	784
2020 Q3	$1K	Hold	147	–	–	﹤0.01%	759
2020 Q2	$1K	Hold	147	–	–	﹤0.01%	746
2020 Q1	$1K	Sell	147 -213	-59%	-$2.66K	﹤0.01%	747
2019 Q4	$5K	Buy	360 +237	+193%	+$3.18K	﹤0.01%	693
2019 Q3	$2K	Hold	123	–	–	﹤0.01%	678
2019 Q2	$1K	Hold	123	–	–	﹤0.01%	735
2019 Q1	$1K	Hold	123	–	–	﹤0.01%	782
2018 Q4	$2K	Hold	123	–	–	﹤0.01%	720
2018 Q3	$3K	Hold	123	–	–	﹤0.01%	721
2018 Q2	$2K	Hold	123	–	–	﹤0.01%	721
2018 Q1	$2K	Hold	123	–	–	﹤0.01%	729
2017 Q4	$2K	Sell	123 -877	-88%	-$14.9K	﹤0.01%	753
2017 Q3	$19K	Buy	1,000 +834	+502%	+$17.6K	﹤0.01%	505
2017 Q2	$4K	Sell	166 -100	-38%	-$2.51K	﹤0.01%	675
2017 Q1	$6K	Hold	266	–	–	﹤0.01%	644
2016 Q4	$6K	Hold	266	–	–	﹤0.01%	614
2016 Q3	$7K	Hold	266	–	–	﹤0.01%	619
2016 Q2	$8K	Hold	266	–	–	﹤0.01%	570
2016 Q1	$9K	Buy	+266	New	+$7.46K	﹤0.01%	579

Other funds holding LUMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sargent Bickham Lagudis's LUMN Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Lumen (LUMN) stake by 6.7% in Q4 2022, buying an estimated $160 and bringing the position to 414 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Sargent Bickham Lagudis first reported a position in LUMN in Q1 2016 and has held it in 28 quarters since. The position peaked at $19K in Q2 2021. 752 funds tracked by Wall St. Rank hold LUMN as of Q4 2022.

Sargent Bickham Lagudis held 414 shares of Lumen worth $2.16K as of Q4 2022.
Sargent Bickham Lagudis bought 26 Lumen shares in Q4 2022, an estimated $160.
Lumen made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #909 holding.
Sargent Bickham Lagudis first reported a position in Lumen in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Lumen position peaked at $19K in Q2 2021.
752 funds tracked by Wall St. Rank held Lumen as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.