Planned Solutions’s Lumentum LITE Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-5	Closed	-$317	–	407
2024 Q3	$317	Buy	+5	New	+$271	﹤0.01%	624
2021 Q1	–	Sell	-700	Closed	-$66K	–	257
2020 Q4	$66K	Buy	+700	New	+$60.4K	0.05%	159

Other funds holding LITE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Planned Solutions's LITE Position: Q4 2024 in Review

Planned Solutions sold out of Lumentum (LITE) in Q4 2024, closing a stake of 5 shares — an estimated $317 sold.

Planned Solutions first reported a position in LITE in Q4 2020 and held it in 2 quarters. The position peaked at $66K in Q4 2020. 449 funds tracked by Wall St. Rank hold LITE as of Q4 2024.

Planned Solutions reported no remaining Lumentum position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 5 Lumentum shares in Q4 2024, an estimated $317.
Planned Solutions first reported a position in Lumentum in Q4 2020 and held it in 2 quarters.
Planned Solutions's Lumentum position peaked at $66K in Q4 2020.
449 funds tracked by Wall St. Rank held Lumentum as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.