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Bluefin Capital Management’s Lam Research LRCX Stock Holding History

Bluefin Capital 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
-29,880
Closed -$2.15M – 839
2021
Q4 		$2.15M Buy
29,880
+3,920
+15% +$246K 0.15% 116
2021
Q3 		$1.48M Sell
25,960
-12,000
-32% -$730K 0.15% 111
2021
Q2 		$2.47M Buy
37,960
+21,200
+126% +$1.34M 0.16% 97
2021
Q1 		$998K Sell
16,760
-39,800
-70% -$2.17M 0.05% 195
2020
Q4 		$2.67M Buy
+56,560
New +$2.38M 0.16% 79
2019
Q4 		– Sell
-17,000
Closed -$393K – 681
2019
Q3 		$393K Buy
+17,000
New +$357K 0.06% 205
2017
Q3 		– Sell
-489,520
Closed -$6.92M – 546
2017
Q2 		$6.92M Buy
+489,520
New +$7.18M 0.75% 22

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

Bluefin Capital Management's LRCX Position: Q1 2022 in Review

Bluefin Capital Management sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 29,880 shares — an estimated $2.15M sold.

Bluefin Capital Management first reported a position in LRCX in Q2 2017 and held it in 7 quarters. The position peaked at $6.92M in Q2 2017. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Bluefin Capital Management reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 29,880 Lam Research shares in Q1 2022, an estimated $2.15M.
  • Bluefin Capital Management first reported a position in Lam Research in Q2 2017 and held it in 7 quarters.
  • Bluefin Capital Management's Lam Research position peaked at $6.92M in Q2 2017.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Bluefin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.