Fulcrum Equity Management’s Lumentum LITE Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-14	Closed	-$1K	–	168
2019 Q3	$1K	Buy	+14	New	+$790	﹤0.01%	228

Other funds holding LITE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Equity Management's LITE Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Lumentum (LITE) in Q4 2019, closing a stake of 14 shares — an estimated $1K sold.

Fulcrum Equity Management first reported a position in LITE in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 382 funds tracked by Wall St. Rank hold LITE as of Q4 2019.

Fulcrum Equity Management reported no remaining Lumentum position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 14 Lumentum shares in Q4 2019, an estimated $1K.
Fulcrum Equity Management first reported a position in Lumentum in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Lumentum position peaked at $1K in Q3 2019.
382 funds tracked by Wall St. Rank held Lumentum as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.