Webster Bank’s Lumen LUMN Stock Holding History

Webster Bank’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 Q4	–	Sell	-844	Closed	-$5.99K	–	582
2024 Q3	$5.99K	Buy	+844	New	+$3.6K	﹤0.01%	525
2020 Q4	–	Sell	-45,558	Closed	-$460K	–	546
2020 Q3	$460K	Buy	+45,558	New	+$473K	0.06%	145
2019 Q2	–	Sell	-300	Closed	-$4K	–	513
2019 Q1	$4K	Buy	+300	New	+$4.17K	﹤0.01%	478

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Webster Bank's LUMN Position: Q4 2024 in Review

Webster Bank sold out of Lumen (LUMN) in Q4 2024, closing a stake of 844 shares — an estimated $5.99K sold.

Webster Bank first reported a position in LUMN in Q1 2019 and held it in 3 quarters. The position peaked at $460K in Q3 2020. 557 funds tracked by Wall St. Rank hold LUMN as of Q4 2024.

Webster Bank reported no remaining Lumen position as of Q4 2024 after selling out during the quarter.
Webster Bank sold 844 Lumen shares in Q4 2024, an estimated $5.99K.
Webster Bank first reported a position in Lumen in Q1 2019 and held it in 3 quarters.
Webster Bank's Lumen position peaked at $460K in Q3 2020.
557 funds tracked by Wall St. Rank held Lumen as of Q4 2024.

Based on Webster Bank's 13F filing for Q4 2024, filed 22 Jan 2025.