TI
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tru Independence’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

tru Independence’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
Q1 		– Sell
-1,116
Closed -$11 – 528
2020
Q4 		$11 Buy
+1,116
New +$11K ﹤0.01% 576
2020
Q3 		– Sell
-1,064
Closed -$11K – 624
2020
Q2 		$11K Hold
1,064
– – ﹤0.01% 577
2020
Q1 		$10K Hold
1,064
– – ﹤0.01% 435
2019
Q4 		$10K Buy
+1,064
New +$14.3K ﹤0.01% 563

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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

tru Independence's LUMN Position: Q1 2021 in Review

tru Independence sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2021, closing a stake of 1,116 shares — an estimated $11 sold.

tru Independence first reported a position in LUMN in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q2 2020. 708 funds tracked by Wall St. Rank hold LUMN as of Q1 2021.

  • tru Independence reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 1,116 Lumen Technologies, Inc. Common Stock shares in Q1 2021, an estimated $11.
  • tru Independence first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2019 and held it in 4 quarters.
  • tru Independence's Lumen Technologies, Inc. Common Stock position peaked at $11K in Q2 2020.
  • 708 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.