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Berman Capital Advisors’s Lam Research LRCX Stock Holding History

Berman Capital 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
2021
Q3 		$338K Buy
5,940
+380
+7% +$23.1K 0.05% 177
2021
Q2 		$361K Buy
5,560
+500
+10% +$31.6K 0.06% 155
2021
Q1 		$301K Buy
5,060
+1,090
+27% +$59.4K 0.06% 146
2020
Q4 		$187K Buy
3,970
+350
+10% +$14.7K 0.04% 176
2020
Q3 		$119K Sell
3,620
-2,210
-38% -$76.1K 0.03% 205
2020
Q2 		$187K Buy
5,830
+2,850
+96% +$77.7K 0.05% 151
2020
Q1 		$70K Buy
2,980
+200
+7% +$5.76K 0.02% 239
2019
Q4 		$81K Sell
2,780
-20
-0.7% -$531 0.02% 253
2019
Q3 		$64K Buy
2,800
+100
+4% +$2.1K 0.02% 269
2019
Q2 		$50K Buy
2,700
+270
+11% +$5.12K 0.02% 300
2019
Q1 		$43K Buy
2,430
+450
+23% +$7.51K 0.01% 299
2018
Q4 		$26K Buy
+1,980
New +$28.4K 0.01% 337

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Berman Capital Advisors's LRCX Position: Q3 2021 in Review

Berman Capital Advisors increased its Lam Research (LRCX) stake by 6.8% in Q3 2021, buying an estimated $23.1K and bringing the position to 5,940 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #177.

Berman Capital Advisors first reported a position in LRCX in Q4 2018 and has held it in 12 quarters since. The position peaked at $361K in Q2 2021. 1,298 funds tracked by Wall St. Rank hold LRCX as of Q3 2021.

  • Berman Capital Advisors held 5,940 shares of Lam Research worth $338K as of Q3 2021.
  • Berman Capital Advisors bought 380 Lam Research shares in Q3 2021, an estimated $23.1K.
  • Lam Research made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #177 holding.
  • Berman Capital Advisors first reported a position in Lam Research in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Lam Research position peaked at $361K in Q2 2021.
  • 1,298 funds tracked by Wall St. Rank held Lam Research as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.