Washington Trust’s Lumen LUMN Stock Holding History

Washington Trust’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 Q4	–	Sell	-400	Closed	-$568	–	909
2023 Q3	$568	Hold	400	–	–	﹤0.01%	871
2023 Q2	$904	Hold	400	–	–	﹤0.01%	867
2023 Q1	$1.06K	Hold	400	–	–	﹤0.01%	892
2022 Q4	$2.09K	Hold	400	–	–	﹤0.01%	805
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	767
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	741
2022 Q1	$5K	Hold	400	–	–	﹤0.01%	739
2021 Q4	$5K	Hold	400	–	–	﹤0.01%	738
2021 Q3	$5K	Buy	+400	New	+$5.01K	﹤0.01%	862
2021 Q1	–	Sell	-269	Closed	-$3K	–	1034
2020 Q4	$3K	Buy	+269	New	+$2.65K	﹤0.01%	838
2018 Q3	–	Sell	-2,016	Closed	-$38K	–	561
2018 Q2	$38K	Buy	+2,016	New	+$36.6K	﹤0.01%	462

Other funds holding LUMN

BlackRock New York $5.7T 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

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

First Trust Advisors

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return