Halpern Financial’s Lumentum LITE Stock Holding History

Halpern Financial’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
2020 Q1	–	Sell	-20	Closed	-$1.59K	–	177
2019 Q4	$1.59K	Buy	+20	New	+$1.31K	﹤0.01%	169

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Halpern Financial's LITE Position: Q1 2020 in Review

Halpern Financial sold out of Lumentum (LITE) in Q1 2020, closing a stake of 20 shares — an estimated $1.59K sold.

Halpern Financial first reported a position in LITE in Q4 2019 and held it in 1 quarter. The position peaked at $1.59K in Q4 2019. 392 funds tracked by Wall St. Rank hold LITE as of Q1 2020.

Halpern Financial reported no remaining Lumentum position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 20 Lumentum shares in Q1 2020, an estimated $1.59K.
Halpern Financial first reported a position in Lumentum in Q4 2019 and held it in 1 quarter.
Halpern Financial's Lumentum position peaked at $1.59K in Q4 2019.
392 funds tracked by Wall St. Rank held Lumentum as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.