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Carmichael Hill & Associates’s Lumentum LITE Stock Holding History

Carmichael Hill & Associates’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
2020
Q4 		– Sell
-50
Closed -$4K – 751
2020
Q3 		$4K Hold
50
– – ﹤0.01% 611
2020
Q2 		$4K Hold
50
– – ﹤0.01% 573
2020
Q1 		$4K Buy
+50
New +$3.94K ﹤0.01% 552

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmichael Hill & Associates's LITE Position: Q4 2020 in Review

Carmichael Hill & Associates sold out of Lumentum (LITE) in Q4 2020, closing a stake of 50 shares — an estimated $4K sold.

Carmichael Hill & Associates first reported a position in LITE in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 485 funds tracked by Wall St. Rank hold LITE as of Q4 2020.

  • Carmichael Hill & Associates reported no remaining Lumentum position as of Q4 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 50 Lumentum shares in Q4 2020, an estimated $4K.
  • Carmichael Hill & Associates first reported a position in Lumentum in Q1 2020 and held it in 3 quarters.
  • Carmichael Hill & Associates's Lumentum position peaked at $4K in Q3 2020.
  • 485 funds tracked by Wall St. Rank held Lumentum as of Q4 2020.

Based on Carmichael Hill & Associates's 13F filing for Q4 2020, filed 27 Jan 2021.