Cedar Wealth Management’s Lumentum LITE Stock Holding History

Cedar Wealth Management’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
2023 Q3	–	Sell	-5	Closed	-$284	–	301
2023 Q2	$284	Hold	5	–	–	﹤0.01%	296
2023 Q1	$270	Hold	5	–	–	﹤0.01%	296
2022 Q4	$261	Sell	5 -15	-75%	-$921	﹤0.01%	296
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	321
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	317
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	349
2021 Q4	$2K	Buy	+20	New	+$1.82K	﹤0.01%	346

Other funds holding LITE

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cedar Wealth Management's LITE Position: Q3 2023 in Review

Cedar Wealth Management sold out of Lumentum (LITE) in Q3 2023, closing a stake of 5 shares — an estimated $284 sold.

Cedar Wealth Management first reported a position in LITE in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2023.

Cedar Wealth Management reported no remaining Lumentum position as of Q3 2023 after selling out during the quarter.
Cedar Wealth Management sold 5 Lumentum shares in Q3 2023, an estimated $284.
Cedar Wealth Management first reported a position in Lumentum in Q4 2021 and held it in 7 quarters.
Cedar Wealth Management's Lumentum position peaked at $2K in Q2 2022.
366 funds tracked by Wall St. Rank held Lumentum as of Q3 2023.

Based on Cedar Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.