Syverson Strege & Co’s Lumen LUMN Stock Holding History

Syverson Strege & Co’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
2021 Q4	–	Sell	-255	Closed	-$3K	–	412
2021 Q3	$3K	Buy	+255	New	+$3.2K	﹤0.01%	381

Other funds holding LUMN

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's LUMN Position: Q4 2021 in Review

Syverson Strege & Co sold out of Lumen (LUMN) in Q4 2021, closing a stake of 255 shares — an estimated $3K sold.

Syverson Strege & Co first reported a position in LUMN in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

Syverson Strege & Co reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 255 Lumen shares in Q4 2021, an estimated $3K.
Syverson Strege & Co first reported a position in Lumen in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Lumen position peaked at $3K in Q3 2021.
791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.