Zullo Investment Group’s Lumen LUMN Stock Holding History

Zullo Investment 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 Q1	–	Sell	-500	Closed	-$2.61K	–	467
2022 Q4	$2.61K	Hold	500	–	–	﹤0.01%	668
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	627
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	623
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	625
2021 Q4	$6K	Buy	+500	New	+$6.36K	﹤0.01%	629

Other funds holding LUMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zullo Investment Group's LUMN Position: Q1 2023 in Review

Zullo Investment Group sold out of Lumen (LUMN) in Q1 2023, closing a stake of 500 shares — an estimated $2.61K sold.

Zullo Investment Group first reported a position in LUMN in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 635 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

Zullo Investment Group reported no remaining Lumen position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 500 Lumen shares in Q1 2023, an estimated $2.61K.
Zullo Investment Group first reported a position in Lumen in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Lumen position peaked at $6K in Q1 2022.
635 funds tracked by Wall St. Rank held Lumen as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.