SFP
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Sweet Financial Partners’s Lumentum LITE Stock Holding History

Sweet Financial Partners’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
-6,750
Closed -$344K – 200
2024
Q2 		$344K Hold
6,750
– – 0.08% 150
2024
Q1 		$320K Hold
6,750
– – 0.07% 157
2023
Q4 		$354K Sell
6,750
-1,250
-16% -$54.5K 0.08% 144
2023
Q3 		$361K Sell
8,000
-75
-0.9% -$3.81K 0.1% 132
2023
Q2 		$458K Buy
8,075
+1,750
+28% +$87.5K 0.12% 115
2023
Q1 		$342K Hold
6,325
– – 0.09% 127
2022
Q4 		$330K Buy
6,325
+2,500
+65% +$154K 0.1% 127
2022
Q3 		$262K Hold
3,825
– – 0.08% 139
2022
Q2 		$304K Hold
3,825
– – 0.1% 127
2022
Q1 		$373K Sell
3,825
-7
-0.2% -$685 0.1% 118
2021
Q4 		$405K Buy
+3,832
New +$349K 0.17% 87

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return