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Steward Financial Group’s Lumen LUMN Stock Holding History

Steward 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
2023
Q3 		$0 Buy
+2
New +$3 ﹤0.01% 1457
2022
Q3 		– Sell
-500
Closed -$5K – 785
2022
Q2 		$5K Buy
+500
New +$5.61K ﹤0.01% 337

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Financial Group's LUMN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Lumen (LUMN) in Q3 2023: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LUMN as recently as Q2 2022.

Steward Financial Group first reported a position in LUMN in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 502 funds tracked by Wall St. Rank hold LUMN as of Q3 2023.

  • Steward Financial Group held 2 shares of Lumen worth $0 as of Q3 2023.
  • Lumen was a new Steward Financial Group position in Q3 2023.
  • Lumen made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1457 holding.
  • Steward Financial Group first reported a position in Lumen in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Lumen position peaked at $5K in Q2 2022.
  • 502 funds tracked by Wall St. Rank held Lumen as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.