Piershale Financial Group’s Lumentum LITE Stock Holding History

Piershale Financial Group’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 Q1	–	Sell	-100	Closed	-$5.22K	–	306
2022 Q4	$5.22K	Buy	+100	New	+$6.14K	﹤0.01%	166

Other funds holding LITE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Piershale Financial Group's LITE Position: Q1 2023 in Review

Piershale Financial Group sold out of Lumentum (LITE) in Q1 2023, closing a stake of 100 shares — an estimated $5.22K sold.

Piershale Financial Group first reported a position in LITE in Q4 2022 and held it in 1 quarter. The position peaked at $5.22K in Q4 2022. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

Piershale Financial Group reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
Piershale Financial Group sold 100 Lumentum shares in Q1 2023, an estimated $5.22K.
Piershale Financial Group first reported a position in Lumentum in Q4 2022 and held it in 1 quarter.
Piershale Financial Group's Lumentum position peaked at $5.22K in Q4 2022.
386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on Piershale Financial Group's 13F filing for Q1 2023, filed 12 Apr 2023.