UIM
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USS Investment Management’s Lumen LUMN Stock Holding History

USS Investment 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
2023
Q3 		– Sell
-213,355
Closed -$481K – 586
2023
Q2 		$481K Hold
213,355
– – 0.01% 585
2023
Q1 		$566K Buy
213,355
+38,121
+22% +$154K 0.01% 562
2022
Q4 		$916K Hold
175,234
– – 0.01% 557
2022
Q3 		$1.28M Sell
175,234
-64,385
-27% -$655K 0.02% 535
2022
Q2 		$2.62M Sell
239,619
-18,840
-7% -$211K 0.03% 512
2022
Q1 		$2.91M Buy
258,459
+52,556
+26% +$602K 0.02% 531
2021
Q4 		$2.58M Hold
205,903
– – 0.02% 584
2021
Q3 		$2.55M Buy
205,903
+30,145
+17% +$378K 0.02% 591
2021
Q2 		$2.39M Hold
175,758
– – 0.02% 396
2021
Q1 		$2.35M Hold
175,758
– – 0.02% 374
2020
Q4 		$1.71M Sell
175,758
-45,700
-21% -$451K 0.02% 412
2020
Q3 		$2.23M Hold
221,458
– – 0.02% 351
2020
Q2 		$2.22M Buy
221,458
+45,700
+26% +$457K 0.02% 334
2020
Q1 		$1.66M Buy
+175,758
New +$2.2M 0.02% 196

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $121B AUM 33.93% 1-Year Est. Return