Kelly Financial Services’s Lumentum LITE Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-40	Closed	-$2.27K	–	778
2023 Q2	$2.27K	Buy	+40	New	+$2K	﹤0.01%	538

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kelly Financial Services's LITE Position: Q3 2023 in Review

Kelly Financial Services sold out of Lumentum (LITE) in Q3 2023, closing a stake of 40 shares — an estimated $2.27K sold.

Kelly Financial Services first reported a position in LITE in Q2 2023 and held it in 1 quarter. The position peaked at $2.27K in Q2 2023. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2023.

Kelly Financial Services reported no remaining Lumentum position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 40 Lumentum shares in Q3 2023, an estimated $2.27K.
Kelly Financial Services first reported a position in Lumentum in Q2 2023 and held it in 1 quarter.
Kelly Financial Services's Lumentum position peaked at $2.27K in Q2 2023.
366 funds tracked by Wall St. Rank held Lumentum as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.