Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-2,663,139
Closed -$13.9M – 1178
2022
Q4 		$13.9M Sell
2,663,139
-35,476
-1% -$218K 0.01% 763
2022
Q3 		$19.6M Sell
2,698,615
-445,959
-14% -$4.54M 0.02% 700
2022
Q2 		$34.3M Sell
3,144,574
-2,124,279
-40% -$23.8M 0.03% 615
2022
Q1 		$59.4M Sell
5,268,853
-1,583,560
-23% -$18.1M 0.04% 483
2021
Q4 		$86M Buy
6,852,413
+469,514
+7% +$5.98M 0.05% 386
2021
Q3 		$79.1M Buy
6,382,899
+81,883
+1% +$1.03M 0.05% 407
2021
Q2 		$85.6M Sell
6,301,016
-156,458
-2% -$2.16M 0.05% 390
2021
Q1 		$86.2M Sell
6,457,474
-379,051
-6% -$4.71M 0.05% 388
2020
Q4 		$66.7M Sell
6,836,525
-459,022
-6% -$4.53M 0.04% 434
2020
Q3 		$73.6M Buy
7,295,547
+374,065
+5% +$3.89M 0.05% 383
2020
Q2 		$69.4M Buy
6,921,482
+2,807,290
+68% +$28.1M 0.05% 396
2020
Q1 		$38.9M Buy
4,114,192
+304,775
+8% +$3.81M 0.03% 510
2019
Q4 		$50.3M Sell
3,809,417
-88,007
-2% -$1.18M 0.04% 482
2019
Q3 		$48.6M Sell
3,897,424
-56,765
-1% -$674K 0.04% 453
2019
Q2 		$46.5M Buy
3,954,189
+213,570
+6% +$2.4M 0.04% 457
2019
Q1 		$44.9M Buy
3,740,619
+10,317
+0.3% +$143K 0.04% 459
2018
Q4 		$57M Buy
3,730,302
+623,446
+20% +$11.9M 0.06% 325
2018
Q3 		$65.9M Buy
3,106,856
+150,142
+5% +$3.14M 0.07% 300
2018
Q2 		$55.1M Buy
2,956,714
+167,231
+6% +$3.04M 0.06% 327
2018
Q1 		$45.8M Buy
2,789,483
+42,675
+2% +$740K 0.06% 354
2017
Q4 		$45.8M Buy
2,746,808
+1,223,426
+80% +$20.7M 0.06% 340
2017
Q3 		$28.8M Sell
1,523,382
-6,130
-0.4% -$129K 0.04% 479
2017
Q2 		$36.5M Sell
1,529,512
-190,050
-11% -$4.77M 0.05% 385
2017
Q1 		$40.5M Sell
1,719,562
-3,822
-0.2% -$93.3K 0.06% 342
2016
Q4 		$41M Buy
1,723,384
+195,631
+13% +$4.97M 0.07% 323
2016
Q3 		$41.9M Sell
1,527,753
-752
-0% -$22K 0.07% 321
2016
Q2 		$44.3M Sell
1,528,505
-9,124
-0.6% -$266K 0.08% 290
2016
Q1 		$49.1M Buy
1,537,629
+25,751
+2% +$722K 0.09% 268
2015
Q4 		$38.4M Sell
1,511,878
-240,716
-14% -$6.46M 0.07% 314
2015
Q3 		$44M Buy
1,752,594
+106,471
+6% +$2.95M 0.09% 276
2015
Q2 		$48.4M Buy
1,646,123
+9,957
+0.6% +$339K 0.09% 269
2015
Q1 		$56.5M Buy
1,636,166
+116,416
+8% +$4.35M 0.1% 242
2014
Q4 		$60.9M Buy
1,519,750
+26,904
+2% +$1.08M 0.12% 215
2014
Q3 		$61M Sell
1,492,846
-3,771
-0.3% -$148K 0.12% 202
2014
Q2 		$54.2M Sell
1,496,617
-81,184
-5% -$2.91M 0.11% 221
2014
Q1 		$51.8M Buy
1,577,801
+24,258
+2% +$742K 0.11% 226
2013
Q4 		$49.7M Sell
1,553,543
-94,102
-6% -$3.01M 0.1% 228
2013
Q3 		$51.7M Sell
1,647,645
-25,448
-2% -$866K 0.11% 215
2013
Q2 		$59.1M Buy
+1,673,093
New +$60.8M 0.13% 175

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LUMN Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2023, closing a stake of 2,663,139 shares — an estimated $13.9M sold.

Sumitomo Mitsui Trust Group first reported a position in LUMN in Q2 2013 and held it in 39 quarters. The position peaked at $86.2M in Q1 2021. 637 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 2,663,139 Lumen Technologies, Inc. Common Stock shares in Q1 2023, an estimated $13.9M.
  • Sumitomo Mitsui Trust Group first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and held it in 39 quarters.
  • Sumitomo Mitsui Trust Group's Lumen Technologies, Inc. Common Stock position peaked at $86.2M in Q1 2021.
  • 637 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.