Marvin & Palmer Associates’s Lumentum LITE Stock Holding History

Marvin & Palmer Associates’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	-22,990	Closed	-$1.93M	–	29
2024 Q4	$1.93M	Buy	+22,990	New	+$1.79M	1.47%	26
2020 Q3	–	Sell	-16,820	Closed	-$1.37M	–	35
2020 Q2	$1.37M	Buy	+16,820	New	+$1.28M	0.83%	28
2018 Q4	–	Sell	-18,850	Closed	-$1.13M	–	30
2018 Q3	$1.13M	Buy	+18,850	New	+$1.13M	0.86%	25
2018 Q1	–	Sell	-680	Closed	-$33K	–	41
2017 Q4	$33K	Sell	680 -16,775	-96%	-$935K	0.03%	39
2017 Q3	$949K	Sell	17,455 -67,005	-79%	-$3.89M	1.17%	29
2017 Q2	$4.82M	Sell	84,460 -47,935	-36%	-$2.57M	3.65%	10
2017 Q1	$7.06M	Sell	132,395 -93,800	-41%	-$4.14M	5.13%	3
2016 Q4	$8.74M	Sell	226,195 -9,580	-4%	-$381K	7.46%	2
2016 Q3	$9.85M	Buy	235,775 +122,075	+107%	+$4.02M	7.72%	2
2016 Q2	$2.75M	Buy	+113,700	New	+$2.82M	3.73%	5

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

Marvin & Palmer Associates's LITE Position: Q1 2025 in Review

Marvin & Palmer Associates sold out of Lumentum (LITE) in Q1 2025, closing a stake of 22,990 shares — an estimated $1.93M sold.

Marvin & Palmer Associates first reported a position in LITE in Q2 2016 and held it in 10 quarters. The position peaked at $9.85M in Q3 2016. 420 funds tracked by Wall St. Rank hold LITE as of Q1 2025.

Marvin & Palmer Associates reported no remaining Lumentum position as of Q1 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 22,990 Lumentum shares in Q1 2025, an estimated $1.93M.
Marvin & Palmer Associates first reported a position in Lumentum in Q2 2016 and held it in 10 quarters.
Marvin & Palmer Associates's Lumentum position peaked at $9.85M in Q3 2016.
420 funds tracked by Wall St. Rank held Lumentum as of Q1 2025.

Based on Marvin & Palmer Associates's 13F filing for Q1 2025, filed 7 May 2025.