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Stumpf Capital Management’s Lumen LUMN Stock Holding History

Stumpf 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
2020
Q3 		$1.57M Buy
155,650
+1,000
+0.6% +$10.4K 2.92% 5
2020
Q2 		$1.55M Buy
154,650
+42,850
+38% +$429K 2.77% 6
2020
Q1 		$1.06M Sell
111,800
-20,805
-16% -$260K 1.82% 6
2019
Q4 		$1.75M Buy
132,605
+92,605
+232% +$1.24M 1.35% 8
2019
Q3 		$499K Buy
+40,000
New +$475K 0.43% 8

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stumpf Capital Management's LUMN Position: Q3 2020 in Review

Stumpf Capital Management increased its Lumen (LUMN) stake by 0.65% in Q3 2020, buying an estimated $10.4K and bringing the position to 155,650 shares worth $1.57M. The position accounts for 2.92% of the portfolio, ranked #5.

Stumpf Capital Management first reported a position in LUMN in Q3 2019 and has held it in 5 quarters since. The position peaked at $1.75M in Q4 2019. 706 funds tracked by Wall St. Rank hold LUMN as of Q3 2020.

  • Stumpf Capital Management held 155,650 shares of Lumen worth $1.57M as of Q3 2020.
  • Stumpf Capital Management bought 1,000 Lumen shares in Q3 2020, an estimated $10.4K.
  • Lumen made up 2.92% of Stumpf Capital Management's portfolio in Q3 2020, its #5 holding.
  • Stumpf Capital Management first reported a position in Lumen in Q3 2019 and has held it in 5 quarters since.
  • Stumpf Capital Management's Lumen position peaked at $1.75M in Q4 2019.
  • 706 funds tracked by Wall St. Rank held Lumen as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.