Lee Financial’s Ciena CIEN Stock Holding History

Lee Financial’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30	Closed	-$1.35K	–	272
2023 Q4	$1.35K	Hold	30	–	–	﹤0.01%	786
2023 Q3	$1.42K	Hold	30	–	–	﹤0.01%	745
2023 Q2	$1.27K	Hold	30	–	–	﹤0.01%	712
2023 Q1	$1.58K	Hold	30	–	–	﹤0.01%	712
2022 Q4	$1.53K	Hold	30	–	–	﹤0.01%	741
2022 Q3	$1K	Sell	30 -3	-9%	-$144	﹤0.01%	738
2022 Q2	$2K	Buy	33 +3	+10%	+$156	﹤0.01%	672
2022 Q1	$2K	Sell	30 -27	-47%	-$1.77K	﹤0.01%	626
2021 Q4	$4K	Buy	57 +27	+90%	+$1.67K	﹤0.01%	618
2021 Q3	$2K	Sell	30 -30	-50%	-$1.67K	﹤0.01%	598
2021 Q2	$3K	Buy	60 +30	+100%	+$1.65K	﹤0.01%	503
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	456
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	446
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	513
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	484
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	459
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	478
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	494
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	502
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	496
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	424
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	453
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	747
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	721
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	457
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	461
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	479
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	388
2016 Q4	$1K	Buy	+30	New	+$655	﹤0.01%	405

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Lee Financial's CIEN Position: Q1 2024 in Review

Lee Financial sold out of Ciena (CIEN) in Q1 2024, closing a stake of 30 shares — an estimated $1.35K sold.

Lee Financial first reported a position in CIEN in Q4 2016 and held it in 29 quarters. The position peaked at $4K in Q4 2021. 469 funds tracked by Wall St. Rank hold CIEN as of Q1 2024.

Lee Financial reported no remaining Ciena position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 30 Ciena shares in Q1 2024, an estimated $1.35K.
Lee Financial first reported a position in Ciena in Q4 2016 and held it in 29 quarters.
Lee Financial's Ciena position peaked at $4K in Q4 2021.
469 funds tracked by Wall St. Rank held Ciena as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.