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Householder Group Estate & Retirement Specialist’s Lumentum LITE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-222
Closed -$10K – 1252
2023
Q3 		$10K Buy
+222
New +$11.3K ﹤0.01% 790
2023
Q1 		$12K Hold
222
– – ﹤0.01% 762
2022
Q4 		$11K Sell
222
-444
-67% -$27.3K 0.02% 216
2022
Q3 		$45K Buy
+666
New +$55.2K 0.02% 416

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LITE Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Lumentum (LITE) in Q4 2023, closing a stake of 222 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in LITE in Q3 2022 and held it in 4 quarters. The position peaked at $45K in Q3 2022. 357 funds tracked by Wall St. Rank hold LITE as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Lumentum position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 222 Lumentum shares in Q4 2023, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Lumentum in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Lumentum position peaked at $45K in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Lumentum as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.