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Bellwether Investment Group’s Lam Research LRCX Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-2,330
Closed -$30K – 366
2017
Q1 		$30K Buy
2,330
+1,800
+340% +$21.2K 0.08% 222
2016
Q4 		$6K Buy
+530
New +$5.38K 0.01% 752
2016
Q2 		$17K Buy
+1,970
New +$15.8K 0.02% 346

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Investment Group's LRCX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Lam Research (LRCX) in Q2 2017, closing a stake of 2,330 shares — an estimated $30K sold.

Bellwether Investment Group first reported a position in LRCX in Q2 2016 and held it in 3 quarters. The position peaked at $30K in Q1 2017. 739 funds tracked by Wall St. Rank hold LRCX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Lam Research position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,330 Lam Research shares in Q2 2017, an estimated $30K.
  • Bellwether Investment Group first reported a position in Lam Research in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Lam Research position peaked at $30K in Q1 2017.
  • 739 funds tracked by Wall St. Rank held Lam Research as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.