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Plante Moran Financial Advisors’s Lumentum LITE Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-1
Closed -$51 – 894
2024
Q2 		$51 Buy
+1
New +$45 ﹤0.01% 774
2016
Q3 		– Sell
-1
Closed – – 967
2016
Q2 		$0 Hold
1
– – ﹤0.01% 922
2016
Q1 		$0 Hold
1
– – ﹤0.01% 962
2015
Q4 		$0 Buy
+1
New +$18 ﹤0.01% 972

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Plante Moran Financial Advisors's LITE Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Lumentum (LITE) in Q3 2024, closing a stake of 1 share — an estimated $51 sold.

Plante Moran Financial Advisors first reported a position in LITE in Q4 2015 and held it in 4 quarters. The position peaked at $51 in Q2 2024. 385 funds tracked by Wall St. Rank hold LITE as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Lumentum position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 Lumentum share in Q3 2024, an estimated $51.
  • Plante Moran Financial Advisors first reported a position in Lumentum in Q4 2015 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Lumentum position peaked at $51 in Q2 2024.
  • 385 funds tracked by Wall St. Rank held Lumentum as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.