GI
LITE icon

Gradient Investments’s Lumentum LITE Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-51
Closed -$5K – 1270
2021
Q4 		$5K Buy
+51
New +$4.64K ﹤0.01% 935
2018
Q2 		– Sell
-2
Closed – – 1081
2018
Q1 		$0 Hold
2
– – ﹤0.01% 1098
2017
Q4 		$0 Buy
+2
New +$111 ﹤0.01% 1051

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gradient Investments's LITE Position: Q1 2022 in Review

Gradient Investments sold out of Lumentum (LITE) in Q1 2022, closing a stake of 51 shares — an estimated $5K sold.

Gradient Investments first reported a position in LITE in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 479 funds tracked by Wall St. Rank hold LITE as of Q1 2022.

  • Gradient Investments reported no remaining Lumentum position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 51 Lumentum shares in Q1 2022, an estimated $5K.
  • Gradient Investments first reported a position in Lumentum in Q4 2017 and held it in 3 quarters.
  • Gradient Investments's Lumentum position peaked at $5K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held Lumentum as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.