HAG
LITE icon

HighPoint Advisor Group’s Lumentum LITE Stock Holding History

HighPoint Advisor Group’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 		$204K Sell
290
-279
-49% -$153K 0.01% 627
2025
Q4 		$210K Buy
+569
New +$146K ﹤0.01% 1011
2022
Q2 		$604K Buy
+7,845
New +$670K 0.07% 246
2021
Q3 		$599K Buy
7,174
+79
+1% +$6.62K 0.06% 273
2021
Q2 		$582K Sell
7,095
-1,016
-13% -$85.4K 0.06% 276
2021
Q1 		$740K Buy
8,111
+320
+4% +$29.6K 0.09% 190
2020
Q4 		$678K Buy
7,791
+3,213
+70% +$277K 0.08% 197
2020
Q3 		$410K Buy
4,578
+51
+1% +$4.23K 0.07% 215
2020
Q2 		$363K Buy
4,527
+200
+5% +$15.2K 0.08% 207
2020
Q1 		$340K Buy
+4,327
New +$341K 0.08% 206
2019
Q3 		– Sell
-1,864
Closed -$101K – 509
2019
Q2 		$101K Buy
+1,864
New +$99.3K 0.02% 462

Other funds holding LITE

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
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