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Cavalier Investments’s Lumentum LITE Stock Holding History

Cavalier Investments’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
2018
Q4 		– Sell
-17,500
Closed -$1.05M – 176
2018
Q3 		$1.05M Hold
17,500
– – 0.31% 72
2018
Q2 		$1.01M Hold
17,500
– – 0.34% 64
2018
Q1 		$1.12M Buy
+17,500
New +$1M 0.39% 55

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cavalier Investments's LITE Position: Q4 2018 in Review

Cavalier Investments sold out of Lumentum (LITE) in Q4 2018, closing a stake of 17,500 shares — an estimated $1.05M sold.

Cavalier Investments first reported a position in LITE in Q1 2018 and held it in 3 quarters. The position peaked at $1.12M in Q1 2018. 366 funds tracked by Wall St. Rank hold LITE as of Q4 2018.

  • Cavalier Investments reported no remaining Lumentum position as of Q4 2018 after selling out during the quarter.
  • Cavalier Investments sold 17,500 Lumentum shares in Q4 2018, an estimated $1.05M.
  • Cavalier Investments first reported a position in Lumentum in Q1 2018 and held it in 3 quarters.
  • Cavalier Investments's Lumentum position peaked at $1.12M in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.