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Carroll Financial Associates’s Lam Research LRCX Stock Holding History

Carroll Financial Associates’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
Q4 		$125K Buy
1,730
+1,550
+861% +$97.2K 0.01% 481
2021
Q3 		$10K Sell
180
-1,370
-88% -$83.3K ﹤0.01% 1216
2021
Q2 		$101K Sell
1,550
-110
-7% -$6.94K 0.01% 581
2021
Q1 		$99K Sell
1,660
-80
-5% -$4.36K 0.01% 570
2020
Q4 		$82K Buy
1,740
+210
+14% +$8.84K 0.01% 555
2020
Q3 		$50K Sell
1,530
-1,750
-53% -$60.3K ﹤0.01% 653
2020
Q2 		$106K Buy
3,280
+2,250
+218% +$61.4K 0.01% 456
2020
Q1 		$24K Sell
1,030
-1,640
-61% -$47.2K ﹤0.01% 746
2019
Q4 		$78K Buy
+2,670
New +$70.9K 0.01% 555
2019
Q2 		– Sell
-110
Closed -$1K – 1644
2019
Q1 		$1K Buy
+110
New +$1.83K ﹤0.01% 1309

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carroll Financial Associates's LRCX Position: Q4 2021 in Review

Carroll Financial Associates increased its Lam Research (LRCX) stake by 861% in Q4 2021, buying an estimated $97.2K and bringing the position to 1,730 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #481.

Carroll Financial Associates first reported a position in LRCX in Q1 2019 and has held it in 10 quarters since. 1,461 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

  • Carroll Financial Associates held 1,730 shares of Lam Research worth $125K as of Q4 2021.
  • Carroll Financial Associates bought 1,550 Lam Research shares in Q4 2021, an estimated $97.2K.
  • Lam Research made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #481 holding.
  • Carroll Financial Associates first reported a position in Lam Research in Q1 2019 and has held it in 10 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.