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Tuttle Capital Management’s Lumen LUMN Stock Holding History

Tuttle Capital 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
2021
Q4 		– Sell
-22,336
Closed -$277K – 130
2021
Q3 		$277K Buy
+22,336
New +$280K 0.32% 88
2021
Q2 		– Sell
-50,447
Closed -$673K – 320
2021
Q1 		$673K Buy
+50,447
New +$627K 0.27% 93

Other funds holding LUMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tuttle Capital Management's LUMN Position: Q4 2021 in Review

Tuttle Capital Management sold out of Lumen (LUMN) in Q4 2021, closing a stake of 22,336 shares — an estimated $277K sold.

Tuttle Capital Management first reported a position in LUMN in Q1 2021 and held it in 2 quarters. The position peaked at $673K in Q1 2021. 791 funds tracked by Wall St. Rank hold LUMN as of Q4 2021.

  • Tuttle Capital Management reported no remaining Lumen position as of Q4 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 22,336 Lumen shares in Q4 2021, an estimated $277K.
  • Tuttle Capital Management first reported a position in Lumen in Q1 2021 and held it in 2 quarters.
  • Tuttle Capital Management's Lumen position peaked at $673K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Lumen as of Q4 2021.

Based on Tuttle Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.