Standard Family Office’s Lumentum LITE Stock Holding History

Standard Family Office’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 Q4	–	Sell	-300	Closed	-$21K	–	244
2022 Q3	$21K	Hold	300	–	–	0.01%	201
2022 Q2	$24K	Buy	+300	New	+$25.6K	0.24%	82

Other funds holding LITE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Standard Family Office's LITE Position: Q4 2022 in Review

Standard Family Office sold out of Lumentum (LITE) in Q4 2022, closing a stake of 300 shares — an estimated $21K sold.

Standard Family Office first reported a position in LITE in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q2 2022. 429 funds tracked by Wall St. Rank hold LITE as of Q4 2022.

Standard Family Office reported no remaining Lumentum position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 300 Lumentum shares in Q4 2022, an estimated $21K.
Standard Family Office first reported a position in Lumentum in Q2 2022 and held it in 2 quarters.
Standard Family Office's Lumentum position peaked at $24K in Q2 2022.
429 funds tracked by Wall St. Rank held Lumentum as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.