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Andesa Financial Management’s Lam Research LRCX Stock Holding History

Andesa Financial Management’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
2022
Q1 		– Sell
-3,340
Closed -$240K – 157
2021
Q4 		$240K Sell
3,340
-470
-12% -$29.5K 0.12% 139
2021
Q3 		$217K Sell
3,810
-30
-0.8% -$1.82K 0.12% 135
2021
Q2 		$252K Hold
3,840
– – 0.08% 139
2021
Q1 		$229K Buy
+3,840
New +$209K 0.07% 133

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Andesa Financial Management's LRCX Position: Q1 2022 in Review

Andesa Financial Management sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 3,340 shares — an estimated $240K sold.

Andesa Financial Management first reported a position in LRCX in Q1 2021 and held it in 4 quarters. The position peaked at $252K in Q2 2021. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Andesa Financial Management reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Andesa Financial Management sold 3,340 Lam Research shares in Q1 2022, an estimated $240K.
  • Andesa Financial Management first reported a position in Lam Research in Q1 2021 and held it in 4 quarters.
  • Andesa Financial Management's Lam Research position peaked at $252K in Q2 2021.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Andesa Financial Management's 13F filing for Q1 2022, filed 9 May 2022.