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Sugarloaf Wealth Management’s Lumen LUMN Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$5.31K Hold
1,000
– – ﹤0.01% 566
2024
Q3 		$7.1K Hold
1,000
– – ﹤0.01% 534
2024
Q2 		$1.1K Hold
1,000
– – ﹤0.01% 611
2024
Q1 		$1.56K Sell
1,000
-608
-38% -$950 ﹤0.01% 603
2023
Q4 		$2.94K Hold
1,608
– – ﹤0.01% 579
2023
Q3 		$2.28K Sell
1,608
-24,035
-94% -$40.7K ﹤0.01% 594
2023
Q2 		$58K Buy
25,643
+4,274
+20% +$9.41K 0.01% 269
2023
Q1 		$56.6K Buy
21,369
+13,540
+173% +$54.6K 0.01% 271
2022
Q4 		$40.9K Buy
7,829
+1,816
+30% +$11.2K 0.01% 310
2022
Q3 		$44K Buy
6,013
+4,307
+252% +$43.8K 0.01% 303
2022
Q2 		$19K Sell
1,706
-1,732
-50% -$19.4K ﹤0.01% 422
2022
Q1 		$39K Buy
3,438
+39
+1% +$446 0.01% 315
2021
Q4 		$43K Buy
3,399
+34
+1% +$433 0.01% 314
2021
Q3 		$42K Buy
3,365
+33
+1% +$414 0.01% 301
2021
Q2 		$45K Sell
3,332
-29
-0.9% -$400 0.01% 287
2021
Q1 		$45 Buy
3,361
+29
+0.9% +$360 0.01% 284
2020
Q4 		$32K Sell
3,332
-62
-2% -$612 0.01% 310
2020
Q3 		$34K Buy
3,394
+1,536
+83% +$16K 0.01% 284
2020
Q2 		$19K Buy
1,858
+1
+0.1% +$10 0.01% 357
2020
Q1 		$18K Sell
1,857
-281
-13% -$3.51K 0.01% 348
2019
Q4 		$28K Buy
+2,138
New +$28.7K 0.01% 322

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's LUMN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Lumen (LUMN) position steady in Q4 2024 at 1,000 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Sugarloaf Wealth Management first reported a position in LUMN in Q4 2019 and has held it in 21 quarters since. The position peaked at $58K in Q2 2023. 556 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

  • Sugarloaf Wealth Management held 1,000 shares of Lumen worth $5.31K as of Q4 2024.
  • Sugarloaf Wealth Management left its Lumen share count unchanged in Q4 2024.
  • Lumen made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #566 holding.
  • Sugarloaf Wealth Management first reported a position in Lumen in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Lumen position peaked at $58K in Q2 2023.
  • 556 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.