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Carmel Capital Partners’s Lam Research LRCX Stock Holding History

Carmel 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
2023
Q4 		– Sell
-140
Closed -$8.78K – 455
2023
Q3 		$8.78K Hold
140
– – ﹤0.01% 476
2023
Q2 		$9K Hold
140
– – ﹤0.01% 290
2023
Q1 		$7.42K Buy
+140
New +$6.87K ﹤0.01% 343

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmel Capital Partners's LRCX Position: Q4 2023 in Review

Carmel Capital Partners sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 140 shares — an estimated $8.78K sold.

Carmel Capital Partners first reported a position in LRCX in Q1 2023 and held it in 3 quarters. The position peaked at $9K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Carmel Capital Partners reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 140 Lam Research shares in Q4 2023, an estimated $8.78K.
  • Carmel Capital Partners first reported a position in Lam Research in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Lam Research position peaked at $9K in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.