Sugar Maple Asset Management’s Lumen LUMN Stock Holding History

Sugar Maple Asset 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
2025 Q1	–	Sell	-1,354	Closed	-$7.19K	–	299
2024 Q4	$7.19K	Buy	+1,354	New	+$9.34K	0.01%	221

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugar Maple Asset Management's LUMN Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Lumen (LUMN) in Q1 2025, closing a stake of 1,354 shares — an estimated $7.19K sold.

Sugar Maple Asset Management first reported a position in LUMN in Q4 2024 and held it in 1 quarter. The position peaked at $7.19K in Q4 2024. 537 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

Sugar Maple Asset Management reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 1,354 Lumen shares in Q1 2025, an estimated $7.19K.
Sugar Maple Asset Management first reported a position in Lumen in Q4 2024 and held it in 1 quarter.
Sugar Maple Asset Management's Lumen position peaked at $7.19K in Q4 2024.
537 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.