ZIM
LUMN icon

Zacks Investment Management’s Lumen LUMN Stock Holding History

Zacks Investment 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
2024
Q1 		– Sell
-23,772
Closed -$43.5K – 684
2023
Q4 		$43.5K Sell
23,772
-523
-2% -$741 ﹤0.01% 609
2023
Q3 		$34.5K Sell
24,295
-13,179
-35% -$22.3K ﹤0.01% 594
2023
Q2 		$84.7K Sell
37,474
-12,472
-25% -$27.5K ﹤0.01% 616
2023
Q1 		$132K Buy
49,946
+5,326
+12% +$21.5K ﹤0.01% 599
2022
Q4 		$233K Buy
44,620
+179
+0.4% +$1.1K ﹤0.01% 538
2022
Q3 		$323K Buy
44,441
+32,560
+274% +$331K 0.01% 475
2022
Q2 		$130K Buy
11,881
+1,023
+9% +$11.5K ﹤0.01% 556
2022
Q1 		$122K Buy
+10,858
New +$124K ﹤0.01% 579
2018
Q1 		– Sell
-25,230
Closed -$421K – 579
2017
Q4 		$421K Sell
25,230
-1,186
-4% -$20.1K 0.01% 473
2017
Q3 		$499K Sell
26,416
-52,882
-67% -$1.11M 0.01% 453
2017
Q2 		$1.89M Buy
79,298
+52,979
+201% +$1.33M 0.05% 245
2017
Q1 		$620K Sell
26,319
-5,197
-16% -$127K 0.02% 440
2016
Q4 		$749K Sell
31,516
-17,056
-35% -$433K 0.02% 384
2016
Q3 		$1.33M Sell
48,572
-15,128
-24% -$442K 0.04% 275
2016
Q2 		$1.85M Buy
63,700
+4,104
+7% +$120K 0.06% 216
2016
Q1 		$1.91M Buy
+59,596
New +$1.67M 0.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return