Caldwell & Orkin’s Lam Research LRCX Stock Holding History

Caldwell & Orkin’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 Q1	–	Sell	-103,000	Closed	-$1.09M	–	96
2016 Q4	$1.09M	Buy	103,000 +55,000	+115%	+$559K	0.69%	54
2016 Q3	$455K	Sell	48,000 -302,000	-86%	-$2.75M	0.31%	55
2016 Q2	$2.94M	Buy	+350,000	New	+$2.81M	1.27%	31
2015 Q1	–	Sell	-131,000	Closed	-$1.04M	–	98
2014 Q4	$1.04M	Buy	131,000 +48,000	+58%	+$372K	0.58%	54
2014 Q3	$620K	Buy	83,000 +41,000	+98%	+$292K	0.45%	53
2014 Q2	$284K	Buy	+42,000	New	+$251K	0.14%	81

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Caldwell & Orkin's LRCX Position: Q1 2017 in Review

Caldwell & Orkin sold out of Lam Research (LRCX) in Q1 2017, closing a stake of 103,000 shares — an estimated $1.09M sold.

Caldwell & Orkin first reported a position in LRCX in Q2 2014 and held it in 6 quarters. The position peaked at $2.94M in Q2 2016. 669 funds tracked by Wall St. Rank hold LRCX as of Q1 2017.

Caldwell & Orkin reported no remaining Lam Research position as of Q1 2017 after selling out during the quarter.
Caldwell & Orkin sold 103,000 Lam Research shares in Q1 2017, an estimated $1.09M.
Caldwell & Orkin first reported a position in Lam Research in Q2 2014 and held it in 6 quarters.
Caldwell & Orkin's Lam Research position peaked at $2.94M in Q2 2016.
669 funds tracked by Wall St. Rank held Lam Research as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.