SevenBridge Financial Group’s Lumen LUMN Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-321	Closed	-$4K	–	389
2019 Q2	$4K	Hold	321	–	–	﹤0.01%	539
2019 Q1	$4K	Hold	321	–	–	﹤0.01%	511
2018 Q4	$5K	Sell	321 -254	-44%	-$4.85K	﹤0.01%	449
2018 Q3	$12K	Sell	575 -510	-47%	-$10.7K	0.01%	392
2018 Q2	$20K	Buy	1,085 +382	+54%	+$6.94K	0.01%	345
2018 Q1	$12K	Hold	703	–	–	0.01%	407
2017 Q4	$12K	Buy	703 +321	+84%	+$5.44K	0.01%	424
2017 Q3	$7K	Hold	382	–	–	﹤0.01%	482
2017 Q2	$9K	Hold	382	–	–	0.01%	465
2017 Q1	$9K	Hold	382	–	–	0.01%	446
2016 Q4	$10K	Hold	382	–	–	0.01%	440
2016 Q3	$10K	Hold	382	–	–	0.01%	435
2016 Q2	$11K	Buy	+382	New	+$11.1K	0.01%	501

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

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

Geode Capital Management

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

Dimensional Fund Advisors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return