ZIG
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Zullo Investment Group’s Lumen Technologies, Inc. Common Stock 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Zullo Investment Group sold out of Lumen Technologies, Inc. Common Stock (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. 638 funds tracked by Wall St. Rank hold LUMN as of Q1 2023.

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

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