SCM
LUMN icon

SKBA Capital Management’s Lumen LUMN Stock Holding History

SKBA Capital Management’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
Q4 		– Sell
-506,850
Closed -$6.33M – 75
2019
Q3 		$6.33M Sell
506,850
-208,850
-29% -$2.48M 1.01% 44
2019
Q2 		$8.42M Sell
715,700
-41,700
-6% -$469K 1.35% 40
2019
Q1 		$9.08M Buy
757,400
+211,700
+39% +$2.94M 1.46% 41
2018
Q4 		$8.27M Buy
545,700
+168,300
+45% +$3.21M 1.34% 41
2018
Q3 		$8M Buy
+377,400
New +$7.9M 1.04% 44

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SKBA Capital Management's LUMN Position: Q4 2019 in Review

SKBA Capital Management sold out of Lumen (LUMN) in Q4 2019, closing a stake of 506,850 shares — an estimated $6.33M sold.

SKBA Capital Management first reported a position in LUMN in Q3 2018 and held it in 5 quarters. The position peaked at $9.08M in Q1 2019. 721 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

  • SKBA Capital Management reported no remaining Lumen position as of Q4 2019 after selling out during the quarter.
  • SKBA Capital Management sold 506,850 Lumen shares in Q4 2019, an estimated $6.33M.
  • SKBA Capital Management first reported a position in Lumen in Q3 2018 and held it in 5 quarters.
  • SKBA Capital Management's Lumen position peaked at $9.08M in Q1 2019.
  • 721 funds tracked by Wall St. Rank held Lumen as of Q4 2019.

Based on SKBA Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.