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Sierra Ocean’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-210
Closed -$920 – 558
2025
Q2 		$920 Hold
210
– – ﹤0.01% 943
2025
Q1 		$823 Buy
+210
New +$1.05K ﹤0.01% 978

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Sierra Ocean's LUMN Position: Q3 2025 in Review

Sierra Ocean sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2025, closing a stake of 210 shares — an estimated $920 sold.

Sierra Ocean first reported a position in LUMN in Q1 2025 and held it in 2 quarters. The position peaked at $920 in Q2 2025. 546 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

  • Sierra Ocean reported no remaining Lumen Technologies, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 210 Lumen Technologies, Inc. Common Stock shares in Q3 2025, an estimated $920.
  • Sierra Ocean first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2025 and held it in 2 quarters.
  • Sierra Ocean's Lumen Technologies, Inc. Common Stock position peaked at $920 in Q2 2025.
  • 546 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.