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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Welch Group's LUMN Position: Q4 2023 in Review

Welch Group sold out of Lumen (LUMN) in Q4 2023, closing a stake of 28,100 shares — an estimated $39.9K sold.

Welch Group first reported a position in LUMN in Q4 2021 and held it in 8 quarters. The position peaked at $204K in Q1 2022. 494 funds tracked by Wall St. Rank hold LUMN as of Q4 2023.

  • Welch Group reported no remaining Lumen position as of Q4 2023 after selling out during the quarter.
  • Welch Group sold 28,100 Lumen shares in Q4 2023, an estimated $39.9K.
  • Welch Group first reported a position in Lumen in Q4 2021 and held it in 8 quarters.
  • Welch Group's Lumen position peaked at $204K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Lumen as of Q4 2023.

Based on Welch Group's 13F filing for Q4 2023, filed 23 Jan 2024.