Ashfield Capital Partners’s Lam Research LRCX Stock Holding History

Ashfield Capital Partners’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 Q3	$1.28M	Hold	35,000	–	–	0.11%	117
2022 Q2	$1.49M	Hold	35,000	–	–	0.12%	116
2022 Q1	$1.88M	Hold	35,000	–	–	0.12%	116
2021 Q4	$2.52M	Hold	35,000	–	–	0.16%	101
2021 Q3	$1.99M	Hold	35,000	–	–	0.14%	110
2021 Q2	$2.28M	Hold	35,000	–	–	0.16%	104
2021 Q1	$2.08M	Hold	35,000	–	–	0.17%	100
2020 Q4	$1.65M	Buy	+35,000	New	+$1.47M	0.13%	112
2018 Q3	–	Sell	-60,020	Closed	-$1.04M	–	249
2018 Q2	$1.04M	Sell	60,020 -1,110	-2%	-$21.4K	0.13%	142
2018 Q1	$1.24M	Buy	61,130 +31,000	+103%	+$614K	0.16%	129
2017 Q4	$555K	Buy	30,130 +16,950	+129%	+$333K	0.07%	185
2017 Q3	$244K	Buy	+13,180	New	+$214K	0.03%	232

Other funds holding LRCX

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Ashfield Capital Partners's LRCX Position: Q3 2022 in Review

Ashfield Capital Partners held its Lam Research (LRCX) position steady in Q3 2022 at 35,000 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #117.

Ashfield Capital Partners first reported a position in LRCX in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.52M in Q4 2021. 1,271 funds tracked by Wall St. Rank hold LRCX as of Q3 2022.

Ashfield Capital Partners held 35,000 shares of Lam Research worth $1.28M as of Q3 2022.
Ashfield Capital Partners left its Lam Research share count unchanged in Q3 2022.
Lam Research made up 0.11% of Ashfield Capital Partners's portfolio in Q3 2022, its #117 holding.
Ashfield Capital Partners first reported a position in Lam Research in Q3 2017 and has held it in 12 quarters since.
Ashfield Capital Partners's Lam Research position peaked at $2.52M in Q4 2021.
1,271 funds tracked by Wall St. Rank held Lam Research as of Q3 2022.

Based on Ashfield Capital Partners's 13F filing for Q3 2022, filed 10 Nov 2022.