WG
LUMN icon

Welch Group’s Lumen LUMN Stock Holding History

Welch Group’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
-28,100
Closed -$39.9K – 232
2023
Q3 		$39.9K Hold
28,100
– – ﹤0.01% 207
2023
Q2 		$63.5K Hold
28,100
– – ﹤0.01% 209
2023
Q1 		$74.5K Hold
28,100
– – ﹤0.01% 208
2022
Q4 		$147K Buy
28,100
+10,000
+55% +$61.5K 0.01% 209
2022
Q3 		$132K Hold
18,100
– – 0.01% 171
2022
Q2 		$197K Sell
18,100
-30
-0.2% -$337 0.01% 193
2022
Q1 		$204K Buy
18,130
+4,730
+35% +$54.1K 0.01% 206
2021
Q4 		$168K Buy
+13,400
New +$171K 0.01% 211

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