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Systematic Financial Management’s Lumen LUMN Stock Holding History

Systematic Financial 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
2019
Q1 		– Sell
-778,475
Closed -$11.8M – 657
2018
Q4 		$11.8M Buy
778,475
+120,986
+18% +$2.31M 0.36% 109
2018
Q3 		$13.9M Buy
+657,489
New +$13.8M 0.34% 112

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Systematic Financial Management's LUMN Position: Q1 2019 in Review

Systematic Financial Management sold out of Lumen (LUMN) in Q1 2019, closing a stake of 778,475 shares — an estimated $11.8M sold.

Systematic Financial Management first reported a position in LUMN in Q3 2018 and held it in 2 quarters. The position peaked at $13.9M in Q3 2018. 751 funds tracked by Wall St. Rank hold LUMN as of Q1 2019.

  • Systematic Financial Management reported no remaining Lumen position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 778,475 Lumen shares in Q1 2019, an estimated $11.8M.
  • Systematic Financial Management first reported a position in Lumen in Q3 2018 and held it in 2 quarters.
  • Systematic Financial Management's Lumen position peaked at $13.9M in Q3 2018.
  • 751 funds tracked by Wall St. Rank held Lumen as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.