Moody Aldrich Partners’s Lumentum LITE Stock Holding History

Moody Aldrich Partners’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
2020 Q2	–	Sell	-47,827	Closed	-$3.52M	–	177
2020 Q1	$3.52M	Buy	47,827 +23	+0%	+$1.81K	1.06%	35
2019 Q4	$3.79M	Buy	+47,804	New	+$3.13M	0.78%	53
2018 Q1	–	Sell	-9,733	Closed	-$476K	–	93
2017 Q4	$476K	Buy	+9,733	New	+$543K	0.39%	81
2017 Q3	–	Sell	-6,240	Closed	-$356K	–	97
2017 Q2	$356K	Buy	6,240 +1,710	+38%	+$91.7K	0.44%	85
2017 Q1	$242K	Sell	4,530 -17,455	-79%	-$770K	0.41%	86
2016 Q4	$850K	Sell	21,985 -510	-2%	-$20.3K	0.55%	74
2016 Q3	$940K	Buy	+22,495	New	+$740K	0.65%	73

Other funds holding LITE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moody Aldrich Partners's LITE Position: Q2 2020 in Review

Moody Aldrich Partners sold out of Lumentum (LITE) in Q2 2020, closing a stake of 47,827 shares — an estimated $3.52M sold.

Moody Aldrich Partners first reported a position in LITE in Q3 2016 and held it in 7 quarters. The position peaked at $3.79M in Q4 2019. 441 funds tracked by Wall St. Rank hold LITE as of Q2 2020.

Moody Aldrich Partners reported no remaining Lumentum position as of Q2 2020 after selling out during the quarter.
Moody Aldrich Partners sold 47,827 Lumentum shares in Q2 2020, an estimated $3.52M.
Moody Aldrich Partners first reported a position in Lumentum in Q3 2016 and held it in 7 quarters.
Moody Aldrich Partners's Lumentum position peaked at $3.79M in Q4 2019.
441 funds tracked by Wall St. Rank held Lumentum as of Q2 2020.

Based on Moody Aldrich Partners's 13F filing for Q2 2020, filed 30 Jul 2020.