OLA
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Oliver Luxxe Assets’s Lumentum LITE Stock Holding History

Oliver Luxxe Assets’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
2026
Q1 		– Sell
-1,301
Closed -$480K – 211
2025
Q4 		$480K Sell
1,301
-17,913
-93% -$4.6M 0.07% 158
2025
Q3 		$3.13M Buy
19,214
+376
+2% +$46.9K 0.49% 68
2025
Q2 		$1.79M Buy
+18,838
New +$1.34M 0.32% 103
2023
Q3 		– Sell
-12,481
Closed -$708K – 174
2023
Q2 		$708K Buy
+12,481
New +$624K 0.18% 118

Other funds holding LITE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return