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Berman Capital Advisors’s Lumentum LITE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$20K Buy
247
+152
+160% +$12.7K ﹤0.01% 985
2021
Q2 		$7K Buy
95
+5
+6% +$420 ﹤0.01% 1243
2021
Q1 		$8K Hold
90
– – ﹤0.01% 1108
2020
Q4 		$8K Hold
90
– – ﹤0.01% 1002
2020
Q3 		$6K Hold
90
– – ﹤0.01% 969
2020
Q2 		$7K Sell
90
-9
-9% -$686 ﹤0.01% 884
2020
Q1 		$7K Buy
99
+25
+34% +$1.97K ﹤0.01% 780
2019
Q4 		$5K Sell
74
-22
-23% -$1.44K ﹤0.01% 980
2019
Q3 		$5K Buy
96
+22
+30% +$1.24K ﹤0.01% 947
2019
Q2 		$3K Buy
74
+2
+3% +$107 ﹤0.01% 1102
2019
Q1 		$4K Buy
+72
New +$3.45K ﹤0.01% 923

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Berman Capital Advisors's LITE Position: Q3 2021 in Review

Berman Capital Advisors increased its Lumentum (LITE) stake by 160% in Q3 2021, buying an estimated $12.7K and bringing the position to 247 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Berman Capital Advisors first reported a position in LITE in Q1 2019 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold LITE as of Q3 2021.

  • Berman Capital Advisors held 247 shares of Lumentum worth $20K as of Q3 2021.
  • Berman Capital Advisors bought 152 Lumentum shares in Q3 2021, an estimated $12.7K.
  • Lumentum made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #985 holding.
  • Berman Capital Advisors first reported a position in Lumentum in Q1 2019 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held Lumentum as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.