CI Investments Inc
LITE icon

CI Investments Inc’s Lumentum LITE Stock Holding History

CI Investments Inc’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
2026
Q2 		$109M Buy
127,067
+76,566
+152% +$68.3M 0.35% 55
2026
Q1 		$35.5M Buy
+50,501
New +$27.7M 0.17% 125
2023
Q2 		– Sell
-4
Closed – – 1333
2023
Q1 		$0 Hold
4
– – ﹤0.01% 1238
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1287
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1303
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1343
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1379
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1372
2021
Q3 		$0 Buy
+4
New +$335 ﹤0.01% 1331
2020
Q1 		– Sell
-5,438
Closed -$431K – 603
2019
Q4 		$431K Buy
+5,438
New +$356K ﹤0.01% 496

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CI Investments Inc's LITE Position: Q2 2026 in Review

CI Investments Inc increased its Lumentum (LITE) stake by 152% in Q2 2026, buying an estimated $68.3M and bringing the position to 127,067 shares worth $109M. The position accounts for 0.35% of the portfolio, ranked #55.

CI Investments Inc first reported a position in LITE in Q4 2019 and has held it in 10 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • CI Investments Inc held 127,067 shares of Lumentum worth $109M as of Q2 2026.
  • CI Investments Inc bought 76,566 Lumentum shares in Q2 2026, an estimated $68.3M.
  • Lumentum made up 0.35% of CI Investments Inc's portfolio in Q2 2026, its #55 holding.
  • CI Investments Inc first reported a position in Lumentum in Q4 2019 and has held it in 10 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.