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WD Rutherford’s Lumentum LITE Stock Holding History

WD Rutherford’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
2023
Q1 		– Sell
-2,862
Closed -$149K – 103
2022
Q4 		$149K Hold
2,862
– – 0.12% 73
2022
Q3 		$196K Hold
2,862
– – 0.16% 72
2022
Q2 		$227K Hold
2,862
– – 0.18% 64
2022
Q1 		$279K Sell
2,862
-80
-3% -$7.83K 0.16% 66
2021
Q4 		$311K Hold
2,942
– – 0.16% 67
2021
Q3 		$246K Hold
2,942
– – 0.13% 70
2021
Q2 		$241K Buy
2,942
+25
+0.9% +$2.1K 0.13% 71
2021
Q1 		$266K Sell
2,917
-65
-2% -$6.02K 0.17% 69
2020
Q4 		$283K Buy
+2,982
New +$257K 0.18% 60

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WD Rutherford's LITE Position: Q1 2023 in Review

WD Rutherford sold out of Lumentum (LITE) in Q1 2023, closing a stake of 2,862 shares — an estimated $149K sold.

WD Rutherford first reported a position in LITE in Q4 2020 and held it in 9 quarters. The position peaked at $311K in Q4 2021. 386 funds tracked by Wall St. Rank hold LITE as of Q1 2023.

  • WD Rutherford reported no remaining Lumentum position as of Q1 2023 after selling out during the quarter.
  • WD Rutherford sold 2,862 Lumentum shares in Q1 2023, an estimated $149K.
  • WD Rutherford first reported a position in Lumentum in Q4 2020 and held it in 9 quarters.
  • WD Rutherford's Lumentum position peaked at $311K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Lumentum as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.