The Family Firm’s Lumen LUMN Stock Holding History

The Family Firm’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 Q3	–	Sell	-341	Closed	-$375	–	577
2024 Q2	$375	Buy	+341	New	+$432	﹤0.01%	863

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

The Family Firm's LUMN Position: Q3 2024 in Review

The Family Firm sold out of Lumen (LUMN) in Q3 2024, closing a stake of 341 shares — an estimated $375 sold.

The Family Firm first reported a position in LUMN in Q2 2024 and held it in 1 quarter. The position peaked at $375 in Q2 2024. 506 funds tracked by Wall St. Rank hold LUMN as of Q3 2024.

The Family Firm reported no remaining Lumen position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 341 Lumen shares in Q3 2024, an estimated $375.
The Family Firm first reported a position in Lumen in Q2 2024 and held it in 1 quarter.
The Family Firm's Lumen position peaked at $375 in Q2 2024.
506 funds tracked by Wall St. Rank held Lumen as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.