UCFA
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United Capital Financial Advisors’s Lumen LUMN Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-23,584
Closed -$36.8K – 1076
2024
Q1 		$36.8K Buy
23,584
+6,776
+40% +$10.6K ﹤0.01% 1071
2023
Q4 		$30.8K Sell
16,808
-13,821
-45% -$19.6K ﹤0.01% 1059
2023
Q3 		$43.5K Sell
30,629
-1,501
-5% -$2.54K ﹤0.01% 826
2023
Q2 		$72.6K Sell
32,130
-8,904
-22% -$19.6K ﹤0.01% 882
2023
Q1 		$109K Sell
41,034
-11,259
-22% -$45.4K ﹤0.01% 944
2022
Q4 		$273K Sell
52,293
-66,217
-56% -$407K ﹤0.01% 905
2022
Q3 		$863K Sell
118,510
-4,780
-4% -$48.6K 0.01% 644
2022
Q2 		$1.34M Sell
123,290
-39,664
-24% -$445K 0.01% 570
2022
Q1 		$1.84M Sell
162,954
-2,211
-1% -$25.3K 0.01% 539
2021
Q4 		$2.07M Sell
165,165
-11,710
-7% -$149K 0.01% 531
2021
Q3 		$2.19M Buy
176,875
+69,375
+65% +$870K 0.01% 506
2021
Q2 		$1.46M Buy
107,500
+5,274
+5% +$72.8K 0.01% 606
2021
Q1 		$1.36M Sell
102,226
-17,568
-15% -$218K 0.01% 588
2020
Q4 		$1.17M Buy
119,794
+4,572
+4% +$45.1K 0.01% 636
2020
Q3 		$1.16M Buy
115,222
+6,910
+6% +$71.8K 0.01% 618
2020
Q2 		$1.09M Sell
108,312
-6,775
-6% -$67.8K 0.01% 642
2020
Q1 		$1.09M Buy
115,087
+4,800
+4% +$60K 0.01% 613
2019
Q4 		$1.46M Buy
110,287
+13,279
+14% +$178K 0.01% 671
2019
Q3 		$1.21M Buy
97,008
+2,418
+3% +$28.7K 0.01% 693
2019
Q2 		$1.11M Buy
94,590
+7,335
+8% +$82.5K 0.01% 779
2019
Q1 		$1.05M Buy
87,255
+41,691
+91% +$579K 0.01% 766
2018
Q4 		$690K Buy
45,564
+13,748
+43% +$262K 0.01% 815
2018
Q3 		$675K Buy
31,816
+13,866
+77% +$290K ﹤0.01% 892
2018
Q2 		$335K Sell
17,950
-2,326
-11% -$42.2K ﹤0.01% 1050
2018
Q1 		$333K Sell
20,276
-12,682
-38% -$220K ﹤0.01% 1058
2017
Q4 		$564K Sell
32,958
-16,877
-34% -$286K ﹤0.01% 929
2017
Q3 		$942K Sell
49,835
-3,557
-7% -$74.9K 0.01% 790
2017
Q2 		$1.27M Sell
53,392
-4,756
-8% -$119K 0.01% 699
2017
Q1 		$1.37M Sell
58,148
-4,427
-7% -$108K 0.01% 657
2016
Q4 		$1.49M Sell
62,575
-11,938
-16% -$303K 0.01% 630
2016
Q3 		$2.04M Sell
74,513
-6,560
-8% -$191K 0.02% 583
2016
Q2 		$2.35M Sell
81,073
-1,154
-1% -$33.6K 0.02% 525
2016
Q1 		$2.63M Sell
82,227
-9,670
-11% -$271K 0.03% 473
2015
Q4 		$2.31M Sell
91,897
-18,895
-17% -$507K 0.03% 522
2015
Q3 		$2.78M Sell
110,792
-11,654
-10% -$323K 0.03% 456
2015
Q2 		$3.6M Sell
122,446
-9,852
-7% -$336K 0.04% 437
2015
Q1 		$4.76M Buy
132,298
+77
+0.1% +$2.88K 0.06% 346
2014
Q4 		$5.23M Buy
132,221
+13,266
+11% +$531K 0.08% 249
2014
Q3 		$4.86M Buy
118,955
+557
+0.5% +$21.9K 0.08% 260
2014
Q2 		$4.29M Buy
118,398
+2,901
+3% +$104K 0.08% 257
2014
Q1 		$3.79M Buy
115,497
+6,847
+6% +$209K 0.08% 246
2013
Q4 		$3.46M Buy
+108,650
New +$3.47M 0.12% 177
2013
Q3 		– Sell
-127,480
Closed -$4.51M – 721
2013
Q2 		$4.51M Buy
+127,480
New +$4.63M 0.12% 203

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

United Capital Financial Advisors's LUMN Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Lumen (LUMN) in Q2 2024, closing a stake of 23,584 shares — an estimated $36.8K sold.

United Capital Financial Advisors first reported a position in LUMN in Q2 2013 and held it in 43 quarters. The position peaked at $5.23M in Q4 2014. 453 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Lumen position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,584 Lumen shares in Q2 2024, an estimated $36.8K.
  • United Capital Financial Advisors first reported a position in Lumen in Q2 2013 and held it in 43 quarters.
  • United Capital Financial Advisors's Lumen position peaked at $5.23M in Q4 2014.
  • 453 funds tracked by Wall St. Rank held Lumen as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.