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Advisor Group’s Lam Research LRCX Stock Holding History

Advisor Group’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.74M Sell
127,880
-185,510
-59% -$4.93M 0.03% 522
2019
Q3 		$7.25M Sell
313,390
-9,790
-3% -$206K 0.05% 304
2019
Q2 		$6.08M Buy
323,180
+9,870
+3% +$187K 0.05% 331
2019
Q1 		$5.62M Buy
313,310
+38,680
+14% +$645K 0.05% 345
2018
Q4 		$3.75M Buy
274,630
+141,380
+106% +$2.03M 0.04% 389
2018
Q3 		$2.02M Buy
133,250
+5,540
+4% +$94.6K 0.02% 633
2018
Q2 		$2.21M Sell
127,710
-3,080
-2% -$59.3K 0.03% 513
2018
Q1 		$2.66M Sell
130,790
-16,070
-11% -$318K 0.04% 449
2017
Q4 		$2.7M Sell
146,860
-9,660
-6% -$190K 0.04% 449
2017
Q3 		$2.9M Buy
156,520
+62,800
+67% +$1.02M 0.05% 370
2017
Q2 		$1.33M Buy
93,720
+14,620
+18% +$214K 0.02% 620
2017
Q1 		$1.02M Buy
79,100
+11,950
+18% +$140K 0.02% 701
2016
Q4 		$709K Buy
67,150
+36,540
+119% +$371K 0.02% 822
2016
Q3 		$290K Buy
30,610
+1,650
+6% +$15K 0.01% 1296
2016
Q2 		$241K Buy
+28,960
New +$233K 0.01% 1332

Other funds holding LRCX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisor Group's LRCX Position: Q4 2019 in Review

Advisor Group reduced its Lam Research (LRCX) stake by 59% in Q4 2019, selling an estimated $4.93M and leaving 127,880 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #522.

Advisor Group first reported a position in LRCX in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.25M in Q3 2019. 997 funds tracked by Wall St. Rank hold LRCX as of Q4 2019.

  • Advisor Group held 127,880 shares of Lam Research worth $3.74M as of Q4 2019.
  • Advisor Group sold 185,510 Lam Research shares in Q4 2019, an estimated $4.93M.
  • Lam Research made up 0.03% of Advisor Group's portfolio in Q4 2019, its #522 holding.
  • Advisor Group first reported a position in Lam Research in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Lam Research position peaked at $7.25M in Q3 2019.
  • 997 funds tracked by Wall St. Rank held Lam Research as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.