Truvestments Capital’s Lumentum LITE Stock Holding History

Truvestments Capital’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	$228K	Buy	324 +248	+326%	+$136K	0.04%	298
2025 Q4	$28K	Buy	76 +57	+300%	+$14.6K	0.01%	535
2025 Q3	$3.09K	Hold	19	–	–	﹤0.01%	886
2025 Q2	$1.81K	Hold	19	–	–	﹤0.01%	852
2025 Q1	$1.18K	Hold	19	–	–	﹤0.01%	920
2024 Q4	$1.59K	Hold	19	–	–	﹤0.01%	876
2024 Q3	$1.2K	Buy	+19	New	+$1.03K	﹤0.01%	842
2024 Q2	–	Sell	-19	Closed	-$900	–	480
2024 Q1	$900	Hold	19	–	–	﹤0.01%	656
2023 Q4	$996	Hold	19	–	–	﹤0.01%	708
2023 Q3	$858	Hold	19	–	–	﹤0.01%	629
2023 Q2	$1.08K	Hold	19	–	–	﹤0.01%	628
2023 Q1	$1.03K	Hold	19	–	–	﹤0.01%	606
2022 Q4	$991	Buy	+19	New	+$1.17K	﹤0.01%	826
2020 Q3	–	Sell	-6	Closed	–	–	446
2020 Q2	$0	Hold	6	–	–	﹤0.01%	600
2020 Q1	$0	Buy	+6	New	+$472	﹤0.01%	531
2019 Q4	–	Sell	-6	Closed	–	–	383
2019 Q3	$0	Hold	6	–	–	﹤0.01%	711
2019 Q2	$0	Sell	6 -37	-86%	-$1.97K	﹤0.01%	755
2019 Q1	$2K	Buy	+43	New	+$2.06K	﹤0.01%	676

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