USA Financial Formulas’s Ciena CIEN Stock Holding History

USA Financial Formulas’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$429K	Sell	1,104 -757	-41%	-$232K	0.08%	85
2025 Q4	$435K	Sell	1,861 -2,636	-59%	-$511K	0.08%	89
2025 Q3	$655K	Buy	+4,497	New	+$458K	0.12%	73
2025 Q2	–	Sell	-7,126	Closed	-$431K	–	263
2025 Q1	$431K	Buy	+7,126	New	+$563K	0.07%	86
2022 Q2	–	Sell	-1,071	Closed	-$65K	–	348
2022 Q1	$65K	Buy	+1,071	New	+$70.1K	0.07%	133
2020 Q4	–	Sell	-7,956	Closed	-$316K	–	331
2020 Q3	$316K	Buy	+7,956	New	+$419K	0.24%	93
2019 Q4	–	Sell	-13	Closed	-$1K	–	237
2019 Q3	$1K	Sell	13 -9,999	-100%	-$419K	﹤0.01%	193
2019 Q2	$374K	Buy	10,012 +1,188	+13%	+$45.7K	0.19%	65
2019 Q1	$329K	Buy	8,824 +2,081	+31%	+$80.8K	0.21%	69
2018 Q4	$211K	Sell	6,743 -4,101	-38%	-$130K	0.05%	255
2018 Q3	$287K	Sell	10,844 -4,534	-29%	-$127K	0.07%	219
2018 Q2	$398K	Hold	15,378	–	–	0.1%	182
2018 Q1	$398K	Buy	+15,378	New	+$362K	0.1%	183

Other funds holding CIEN

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return