Alera Investment Advisors’s Lam Research LRCX Stock Holding History

Alera Investment Advisors’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
2024 Q3	$395K	Sell	4,840 -110	-2%	-$9.56K	0.05%	163
2024 Q2	$527K	Sell	4,950 -4,520	-48%	-$434K	0.06%	125
2024 Q1	$920K	Sell	9,470 -2,030	-18%	-$179K	0.12%	70
2023 Q4	$901K	Sell	11,500 -190	-2%	-$12.9K	0.12%	67
2023 Q3	$733K	Sell	11,690 -30	-0.3%	-$1.97K	0.12%	79
2023 Q2	$753K	Sell	11,720 -4,010	-25%	-$226K	0.16%	81
2023 Q1	$834K	Buy	15,730 +170	+1%	+$8.34K	0.19%	57
2022 Q4	$654K	Buy	15,560 +40	+0.3%	+$1.67K	0.15%	83
2022 Q3	$568K	Buy	15,520 +320	+2%	+$14.2K	0.16%	90
2022 Q2	$648K	Buy	15,200 +10	+0.1%	+$476	0.18%	81
2022 Q1	$816K	Buy	+15,190	New	+$884K	0.19%	75
2019 Q2	–	Sell	-590	Closed	-$11K	–	600
2019 Q1	$11K	Buy	590 +370	+168%	+$6.17K	0.01%	449
2018 Q4	$3K	Buy	+220	New	+$3.15K	﹤0.01%	693

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alera Investment Advisors's LRCX Position: Q3 2024 in Review

Alera Investment Advisors reduced its Lam Research (LRCX) stake by 2.2% in Q3 2024, selling an estimated $9.56K and leaving 4,840 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #163.

Alera Investment Advisors first reported a position in LRCX in Q4 2018 and has held it in 13 quarters since. The position peaked at $920K in Q1 2024. 1,465 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Alera Investment Advisors held 4,840 shares of Lam Research worth $395K as of Q3 2024.
Alera Investment Advisors sold 110 Lam Research shares in Q3 2024, an estimated $9.56K.
Lam Research made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #163 holding.
Alera Investment Advisors first reported a position in Lam Research in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's Lam Research position peaked at $920K in Q1 2024.
1,465 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.