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Squar Milner Financial Services’s Lumen LUMN Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-1
Closed – – 495
2020
Q1 		$0 Sell
1
-8,891
-100% -$111K ﹤0.01% 833
2019
Q4 		$117K Buy
+8,892
New +$119K 0.06% 292
2019
Q3 		– Sell
-23,903
Closed -$281K – 502
2019
Q2 		$281K Buy
23,903
+1,693
+8% +$19K 0.19% 126
2019
Q1 		$266K Buy
22,210
+7,811
+54% +$109K 0.2% 121
2018
Q4 		$218K Buy
14,399
+201
+1% +$3.84K 0.21% 124
2018
Q3 		$301K Buy
14,198
+2,380
+20% +$49.8K 0.27% 97
2018
Q2 		$220K Hold
11,818
– – 0.19% 140
2018
Q1 		$194K Buy
11,818
+90
+0.8% +$1.56K 0.25% 155
2017
Q4 		$211K Buy
+11,728
New +$199K 0.26% 145

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Squar Milner Financial Services's LUMN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lumen (LUMN) in Q2 2020, closing a stake of 1 share.

Squar Milner Financial Services first reported a position in LUMN in Q4 2017 and held it in 9 quarters. The position peaked at $301K in Q3 2018. 672 funds tracked by Wall St. Rank hold LUMN as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Lumen position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1 Lumen share in Q2 2020.
  • Squar Milner Financial Services first reported a position in Lumen in Q4 2017 and held it in 9 quarters.
  • Squar Milner Financial Services's Lumen position peaked at $301K in Q3 2018.
  • 672 funds tracked by Wall St. Rank held Lumen as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.