FengHe Fund Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-200,590
Closed -$12.7M 20
2024
Q3
$12.7M Sell
200,590
-814,869
-80% -$51.6M 3.76% 8
2024
Q2
$51.7M Sell
1,015,459
-457,450
-31% -$23.3M 7.21% 6
2024
Q1
$69.7M Buy
1,472,909
+1,100,009
+295% +$52.1M 8.79% 5
2023
Q4
$19.5M Buy
+372,900
New +$19.5M 3.43% 10