YCG
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Yeomans Consulting Group’s Lumentum LITE Stock Holding History

Yeomans Consulting Group’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
2025
Q4 		$429K Sell
1,163
-874
-43% -$224K 0.13% 69
2025
Q3 		$349K Buy
+2,037
New +$254K 0.12% 81

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yeomans Consulting Group's LITE Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Lumentum (LITE) stake by 43% in Q4 2025, selling an estimated $224K and leaving 1,163 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #69.

Yeomans Consulting Group first reported a position in LITE in Q3 2025 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Yeomans Consulting Group held 1,163 shares of Lumentum worth $429K as of Q4 2025.
  • Yeomans Consulting Group sold 874 Lumentum shares in Q4 2025, an estimated $224K.
  • Lumentum made up 0.13% of Yeomans Consulting Group's portfolio in Q4 2025, its #69 holding.
  • Yeomans Consulting Group first reported a position in Lumentum in Q3 2025 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.