ARGA Investment Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-25,640	Closed	-$593K	–	64
2019 Q3	$593K	Sell	25,640 -64,980	-72%	-$1.5M	0.07%	44
2019 Q2	$1.7M	Buy	90,620 +59,870	+195%	+$1.12M	0.25%	28
2019 Q1	$550K	Hold	30,750	–	–	0.08%	56
2018 Q4	$419K	Buy	+30,750	New	+$419K	0.07%	60