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Systematic Financial Management’s Lumentum LITE Stock Holding History

Systematic Financial 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 		– Sell
-1,000
Closed -$369K – 252
2025
Q4 		$369K Buy
+1,000
New +$257K 0.01% 235
2019
Q3 		– Sell
-2,955
Closed -$158K – 601
2019
Q2 		$158K Sell
2,955
-1,330
-31% -$70.9K 0.01% 586
2019
Q1 		$242K Buy
+4,285
New +$206K 0.01% 610
2018
Q4 		– Sell
-6,150
Closed -$369K – 667
2018
Q3 		$369K Buy
+6,150
New +$368K 0.01% 621

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Systematic Financial Management's LITE Position: Q1 2026 in Review

Systematic Financial Management sold out of Lumentum (LITE) in Q1 2026, closing a stake of 1,000 shares — an estimated $369K sold.

Systematic Financial Management first reported a position in LITE in Q3 2018 and held it in 4 quarters. The position peaked at $369K in Q3 2018. 1,089 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Systematic Financial Management reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • Systematic Financial Management sold 1,000 Lumentum shares in Q1 2026, an estimated $369K.
  • Systematic Financial Management first reported a position in Lumentum in Q3 2018 and held it in 4 quarters.
  • Systematic Financial Management's Lumentum position peaked at $369K in Q3 2018.
  • 1,089 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.