SCHEDULE: Capital World Investors Holds 5.8% Stake in Lumentum

Capital World Investors has disclosed a 5.8% beneficial ownership stake in Lumentum Holdings Inc. common stock.

Summary

• Capital World Investors (CWI) beneficially owns 4,059,098 shares of Lumentum Holdings Inc. Common Stock.
• This ownership represents 5.8% of the class, based on 69,900,000 shares believed to be outstanding.
• CWI holds sole voting power and sole dispositive power over all 4,059,098 shares.
• The filing is an Amendment No. 3 to a Schedule 13G, indicating an update to a previously reported stake.
• CWI is identified as an investment adviser, a division of Capital Research and Management Company and its investment management affiliates.

Sentiment

Score: 6

Explanation: The disclosure of a significant institutional ownership stake by a reputable investment firm like Capital World Investors is generally viewed as a positive signal of confidence in the company, although the filing itself is purely factual and does not contain performance data.

Positives

• A significant 5.8% stake held by a major institutional investor like Capital World Investors can signal institutional confidence in Lumentum Holdings Inc.

Future Outlook

NA

Industry Context

This filing reflects a significant institutional investment in Lumentum Holdings Inc., a company operating in the optical and photonic products industry. Such disclosures are common for large asset managers and provide transparency into major ownership positions within publicly traded companies.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's position, which can influence market perception and trading activity.

Key Dates

Keywords

Lumentum Holdings Inc., Capital World Investors, Common Stock, Beneficial Ownership, Institutional Investor, Schedule 13G, Investment Adviser, 55024U109