Simon Quick Advisors’s Lumen LUMN Stock Holding History

Simon Quick Advisors’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
2020 Q1	–	Sell	-598	Closed	-$8K	–	614
2019 Q4	$8K	Buy	+598	New	+$8.02K	﹤0.01%	425
2018 Q1	–	Sell	-95	Closed	-$2K	–	382
2017 Q4	$2K	Buy	+95	New	+$1.61K	﹤0.01%	414
2017 Q2	–	Sell	-29	Closed	-$1K	–	341
2017 Q1	$1K	Hold	29	–	–	﹤0.01%	322
2016 Q4	$1K	Buy	+29	New	+$736	﹤0.01%	227

Other funds holding LUMN

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

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

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

SAM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simon Quick Advisors's LUMN Position: Q1 2020 in Review

Simon Quick Advisors sold out of Lumen (LUMN) in Q1 2020, closing a stake of 598 shares — an estimated $8K sold.

Simon Quick Advisors first reported a position in LUMN in Q4 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 692 funds tracked by Wall St. Rank hold LUMN as of Q1 2020.

Simon Quick Advisors reported no remaining Lumen position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 598 Lumen shares in Q1 2020, an estimated $8K.
Simon Quick Advisors first reported a position in Lumen in Q4 2016 and held it in 4 quarters.
Simon Quick Advisors's Lumen position peaked at $8K in Q4 2019.
692 funds tracked by Wall St. Rank held Lumen as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.