Jefferies Group's LITE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 985 shares of Lumentum Holdings Inc. (LITE) worth $363,061, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LITE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 185,013 shares. Largest reduction occurred in Q4 2024, reducing 123,072 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Lumentum Holdings (LITE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lumentum Holdings (LITE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +985 | New Buy | 985 | $368.59 |
| Q2 2025 | -21,324 | Sold Out | 0 | $0.00 |
| Q1 2025 | -56,617 | Reduce 72.64% | 21,324 | $62.34 |
| Q4 2024 | -123,072 | Reduce 61.23% | 77,941 | $83.95 |
| Q3 2024 | +185,013 | Add 1156.33% | 201,013 | $63.38 |
| Q2 2024 | +13,157 | Add 462.79% | 16,000 | $50.92 |
| Q1 2024 | +1,262 | Add 79.82% | 2,843 | $47.35 |
| Q4 2023 | -2,419 | Reduce 60.48% | 1,581 | $52.42 |
| Q3 2023 | +4,000 | New Buy | 4,000 | $45.18 |
| Q2 2023 | -11 | Sold Out | 0 | $0.00 |
| Q1 2023 | +11 | New Buy | 11 | $54.00 |
Jefferies Group's Lumentum Holdings Investment FAQs
Jefferies Group first purchased Lumentum Holdings Inc. (LITE) in Q1 2023, acquiring 11 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Lumentum Holdings Inc. (LITE) for 11 quarters since Q1 2023.
Jefferies Group's largest addition to Lumentum Holdings Inc. (LITE) was in Q3 2024, adding 201,013 shares worth $12.74 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 985 shares of Lumentum Holdings Inc. (LITE), valued at approximately $363,061.
As of the Q4 2025 filing, Lumentum Holdings Inc. (LITE) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Lumentum Holdings Inc. (LITE) was 201,013 shares, as reported at the end of Q3 2024.