UMB Bank’s Lumentum LITE Stock Holding History

UMB Bank’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	$368K	Sell	523 -445	-46%	-$244K	0.01%	535
2025 Q4	$357K	Buy	968 +48	+5%	+$12.3K	﹤0.01%	535
2025 Q3	$150K	Buy	920 +93	+11%	+$11.6K	﹤0.01%	709
2025 Q2	$78.6K	Buy	827 +42	+5%	+$2.98K	﹤0.01%	926
2025 Q1	$48.9K	Buy	785 +448	+133%	+$34.5K	﹤0.01%	1061
2024 Q4	$28.3K	Buy	337 +253	+301%	+$19.7K	﹤0.01%	1138
2024 Q3	$5.32K	Buy	84 +44	+110%	+$2.38K	﹤0.01%	1709
2024 Q2	$2.04K	Buy	40 +19	+90%	+$861	﹤0.01%	1772
2024 Q1	$994	Buy	+21	New	+$1.07K	﹤0.01%	1777
2022 Q4	–	Sell	-36	Closed	-$2K	–	1777
2022 Q3	$2K	Sell	36 -17	-32%	-$1.41K	﹤0.01%	1608
2022 Q2	$4K	Sell	53 -1	-2%	-$85	﹤0.01%	1624
2022 Q1	$5K	Hold	54	–	–	﹤0.01%	1661
2021 Q4	$6K	Buy	+54	New	+$4.92K	﹤0.01%	1595

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