Whitener Capital Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-2,206	Closed	-$27K	–	306
2019 Q3	$27K	Buy	2,206 +1,069	+94%	+$12.7K	0.01%	277
2019 Q2	$13K	Hold	1,137	–	–	0.01%	321
2019 Q1	$13K	Buy	1,137 +200	+21%	+$2.78K	0.01%	312
2018 Q4	$14K	Buy	937 +777	+486%	+$14.8K	0.01%	287
2018 Q3	$3K	Buy	+160	New	+$3.35K	﹤0.01%	402
2018 Q2	–	Sell	-1,200	Closed	-$19K	–	280
2018 Q1	$19K	Sell	1,200 -3,034	-72%	-$52.6K	0.01%	282
2017 Q4	$70K	Buy	+4,234	New	+$71.8K	0.06%	166

Other funds holding LUMN

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Whitener Capital Management's LUMN Position: Q4 2019 in Review

Whitener Capital Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q4 2019, closing a stake of 2,206 shares — an estimated $27K sold.

Whitener Capital Management first reported a position in LUMN in Q4 2017 and held it in 7 quarters. The position peaked at $70K in Q4 2017. 722 funds tracked by Wall St. Rank hold LUMN as of Q4 2019.

Whitener Capital Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 2,206 Lumen Technologies, Inc. Common Stock shares in Q4 2019, an estimated $27K.
Whitener Capital Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Lumen Technologies, Inc. Common Stock position peaked at $70K in Q4 2017.
722 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.