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Catamount Wealth Management’s Lam Research LRCX Stock Holding History

Catamount Wealth 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
2018
Q2 		– Sell
-157,050
Closed -$3.19M – 195
2018
Q1 		$3.19M Buy
+157,050
New +$3.11M 1.7% 21
2017
Q3 		– Sell
-34,600
Closed -$489K – 196
2017
Q2 		$489K Buy
+34,600
New +$507K 0.3% 30

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Catamount Wealth Management's LRCX Position: Q2 2018 in Review

Catamount Wealth Management sold out of Lam Research (LRCX) in Q2 2018, closing a stake of 157,050 shares — an estimated $3.19M sold.

Catamount Wealth Management first reported a position in LRCX in Q2 2017 and held it in 2 quarters. The position peaked at $3.19M in Q1 2018. 887 funds tracked by Wall St. Rank hold LRCX as of Q2 2018.

  • Catamount Wealth Management reported no remaining Lam Research position as of Q2 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 157,050 Lam Research shares in Q2 2018, an estimated $3.19M.
  • Catamount Wealth Management first reported a position in Lam Research in Q2 2017 and held it in 2 quarters.
  • Catamount Wealth Management's Lam Research position peaked at $3.19M in Q1 2018.
  • 887 funds tracked by Wall St. Rank held Lam Research as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.