Van Lanschot Kempen Investment Management’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.5M Buy
615,762
+161,831
+36% +$15.4M 0.56% 31
2025
Q1
$28.3M Sell
453,931
-165,209
-27% -$10.3M 0.3% 77
2024
Q4
$52M Sell
619,140
-534,427
-46% -$44.9M 0.52% 49
2024
Q3
$73.1M Sell
1,153,567
-1,238
-0.1% -$78.5K 0.75% 33
2024
Q2
$58.8M Buy
1,154,805
+174,828
+18% +$8.9M 0.66% 41
2024
Q1
$46.4M Buy
979,977
+40,708
+4% +$1.93M 0.58% 53
2023
Q4
$49.2M Buy
939,269
+439,907
+88% +$23.1M 0.69% 41
2023
Q3
$22.6M Buy
499,362
+127,125
+34% +$5.74M 0.42% 76
2023
Q2
$21.1M Buy
+372,237
New +$21.1M 0.38% 84