Investors Research Corp’s Lumentum LITE Stock Holding History

Investors Research Corp’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
2025 Q1	–	Sell	-8	Closed	-$672	–	978
2024 Q4	$672	Hold	8	–	–	﹤0.01%	894
2024 Q3	$507	Hold	8	–	–	﹤0.01%	935
2024 Q2	$407	Hold	8	–	–	﹤0.01%	1012
2024 Q1	$379	Hold	8	–	–	﹤0.01%	986
2023 Q4	$419	Hold	8	–	–	﹤0.01%	1016
2023 Q3	$361	Hold	8	–	–	﹤0.01%	1033
2023 Q2	$454	Hold	8	–	–	﹤0.01%	1034
2023 Q1	$432	Hold	8	–	–	﹤0.01%	1068
2022 Q4	$417	Hold	8	–	–	﹤0.01%	1085
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	1038
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	1032
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	981
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	946
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	960
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	945
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	939
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1038
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	1050
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	1055
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	1083
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	1081
2019 Q3	$0	Hold	8	–	–	﹤0.01%	1124
2019 Q2	$0	Hold	8	–	–	﹤0.01%	1077
2019 Q1	$0	Buy	+8	New	+$384	﹤0.01%	1039

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Investors Research Corp's LITE Position: Q1 2025 in Review

Investors Research Corp sold out of Lumentum (LITE) in Q1 2025, closing a stake of 8 shares — an estimated $672 sold.

Investors Research Corp first reported a position in LITE in Q1 2019 and held it in 24 quarters. The position peaked at $1K in Q3 2022. 420 funds tracked by Wall St. Rank hold LITE as of Q1 2025.

Investors Research Corp reported no remaining Lumentum position as of Q1 2025 after selling out during the quarter.
Investors Research Corp sold 8 Lumentum shares in Q1 2025, an estimated $672.
Investors Research Corp first reported a position in Lumentum in Q1 2019 and held it in 24 quarters.
Investors Research Corp's Lumentum position peaked at $1K in Q3 2022.
420 funds tracked by Wall St. Rank held Lumentum as of Q1 2025.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.