Symmetry Peak Management’s Lumentum LITE Stock Holding History

Symmetry Peak Management’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
2026 Q1	–	Hold	0	–	–	–	133
2025 Q3	–	Sell	-740	Closed	-$70.3K	–	184
2025 Q2	$70.3K	Buy	+740	New	+$52.5K	0.8%	94
2022 Q1	–	Hold	0	–	–	–	61
2021 Q4	–	Hold	0	–	–	–	36
2019 Q2	–	Sell	-4,250	Closed	-$240K	–	206
2019 Q1	$240K	Buy	+4,250	New	+$204K	0.5%	145
2018 Q4	–	Sell	-17,750	Closed	-$1.06M	–	103
2018 Q3	$1.06M	Buy	+17,750	New	+$1.06M	1.53%	56
2018 Q2	–	Sell	-5,000	Closed	-$319K	–	137
2018 Q1	$319K	Buy	+5,000	New	+$287K	1.27%	54
2017 Q4	–	Sell	-22,500	Closed	-$1.25M	–	102
2017 Q3	$1.22M	Buy	+22,500	New	+$1.31M	1.14%	72
2017 Q2	–	Sell	-39,000	Closed	-$2.08M	–	195
2017 Q1	$2.08M	Buy	+39,000	New	+$1.72M	2.1%	39

Other funds holding LITE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors

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