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Schechter Investment Advisors’s Lumentum LITE Stock Holding History

Schechter Investment 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
2022
Q3 		– Sell
-2,896
Closed -$230K – 972
2022
Q2 		$230K Sell
2,896
-112
-4% -$9.57K 0.02% 803
2022
Q1 		$294K Buy
3,008
+4
+0.1% +$391 0.03% 718
2021
Q4 		$317K Buy
+3,004
New +$274K 0.03% 663

Other funds holding LITE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's LITE Position: Q3 2022 in Review

Schechter Investment Advisors sold out of Lumentum (LITE) in Q3 2022, closing a stake of 2,896 shares — an estimated $230K sold.

Schechter Investment Advisors first reported a position in LITE in Q4 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 443 funds tracked by Wall St. Rank hold LITE as of Q3 2022.

  • Schechter Investment Advisors reported no remaining Lumentum position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,896 Lumentum shares in Q3 2022, an estimated $230K.
  • Schechter Investment Advisors first reported a position in Lumentum in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's Lumentum position peaked at $317K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Lumentum as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.