First Citizens Bank & Trust’s Lumentum LITE Stock Holding History

First Citizens Bank & Trust’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
2025 Q1	–	Sell	-4,647	Closed	-$390K	–	529
2024 Q4	$390K	Buy	4,647 +558	+14%	+$43.5K	0.01%	347
2024 Q3	$259K	Buy	+4,089	New	+$221K	0.01%	399
2022 Q2	–	Sell	-2,083	Closed	-$203K	–	426
2022 Q1	$203K	Buy	2,083 +4	+0.2%	+$391	0.01%	412
2021 Q4	$220K	Buy	+2,079	New	+$189K	0.01%	394

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

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

First Citizens Bank & Trust's LITE Position: Q1 2025 in Review

First Citizens Bank & Trust sold out of Lumentum (LITE) in Q1 2025, closing a stake of 4,647 shares — an estimated $390K sold.

First Citizens Bank & Trust first reported a position in LITE in Q4 2021 and held it in 4 quarters. The position peaked at $390K in Q4 2024. 420 funds tracked by Wall St. Rank hold LITE as of Q1 2025.

First Citizens Bank & Trust reported no remaining Lumentum position as of Q1 2025 after selling out during the quarter.
First Citizens Bank & Trust sold 4,647 Lumentum shares in Q1 2025, an estimated $390K.
First Citizens Bank & Trust first reported a position in Lumentum in Q4 2021 and held it in 4 quarters.
First Citizens Bank & Trust's Lumentum position peaked at $390K in Q4 2024.
420 funds tracked by Wall St. Rank held Lumentum as of Q1 2025.

Based on First Citizens Bank & Trust's 13F filing for Q1 2025, filed 14 Apr 2025.