FORA Capital’s Lumentum LITE Stock Holding History

FORA Capital’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 Q1	$6.34M	Buy	9,025 +2,040	+29%	+$1.12M	0.46%	65
2025 Q4	$2.48M	Sell	6,985 -156	-2%	-$40.1K	0.3%	89
2025 Q3	$1.16M	Buy	+7,141	New	+$890K	0.21%	137
2025 Q2	–	Sell	-10,293	Closed	-$642K	–	617
2025 Q1	$642K	Buy	+10,293	New	+$792K	0.07%	293
2023 Q4	–	Sell	-6,304	Closed	-$285K	–	544
2023 Q3	$285K	Buy	+6,304	New	+$320K	0.03%	399
2023 Q1	–	Sell	-13,902	Closed	-$725K	–	622
2022 Q4	$725K	Buy	13,902 +8,870	+176%	+$545K	0.12%	210
2022 Q3	$345K	Buy	+5,032	New	+$417K	0.07%	308
2022 Q1	–	Sell	-4,770	Closed	-$505K	–	575
2021 Q4	$505K	Buy	4,770 +1,060	+29%	+$96.5K	0.2%	150
2021 Q3	$310K	Buy	3,710 +2,677	+259%	+$224K	0.08%	274
2021 Q2	$85K	Sell	1,033 -2,883	-74%	-$242K	0.02%	625
2021 Q1	$358K	Sell	3,916 -15,544	-80%	-$1.44M	0.12%	202
2020 Q4	$1.84M	Buy	+19,460	New	+$1.68M	0.28%	81
2020 Q2	–	Sell	-1,157	Closed	-$85K	–	1130
2020 Q1	$85K	Buy	+1,157	New	+$91.1K	0.02%	649

Other funds holding LITE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors

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