Almanack Investment Partners’s Lumentum LITE Stock Holding History

Almanack Investment Partners’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-812	Closed	-$56K	–	737
2022 Q3	$56K	Buy	+812	New	+$67.3K	0.01%	250

Other funds holding LITE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Almanack Investment Partners's LITE Position: Q4 2022 in Review

Almanack Investment Partners sold out of Lumentum (LITE) in Q4 2022, closing a stake of 812 shares — an estimated $56K sold.

Almanack Investment Partners first reported a position in LITE in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 429 funds tracked by Wall St. Rank hold LITE as of Q4 2022.

Almanack Investment Partners reported no remaining Lumentum position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 812 Lumentum shares in Q4 2022, an estimated $56K.
Almanack Investment Partners first reported a position in Lumentum in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's Lumentum position peaked at $56K in Q3 2022.
429 funds tracked by Wall St. Rank held Lumentum as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.