Cerity Partners OCIO’s Lam Research LRCX Stock Holding History

Cerity Partners OCIO’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 Q4	$630K	Sell	14,990 -1,010	-6%	-$42.2K	0.02%	296
2022 Q3	$586K	Buy	16,000 +2,000	+14%	+$89K	0.02%	300
2022 Q2	$597K	Sell	14,000 -160	-1%	-$7.62K	0.02%	285
2022 Q1	$761K	Buy	14,160 +2,090	+17%	+$122K	0.02%	270
2021 Q4	$868K	Buy	12,070 +1,560	+15%	+$97.8K	0.03%	246
2021 Q3	$598K	Buy	10,510 +1,840	+21%	+$112K	0.02%	288
2021 Q2	$564K	Buy	8,670 +1,110	+15%	+$70.1K	0.02%	289
2021 Q1	$450K	Buy	+7,560	New	+$412K	0.02%	293

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners OCIO's LRCX Position: Q4 2022 in Review

Cerity Partners OCIO reduced its Lam Research (LRCX) stake by 6.3% in Q4 2022, selling an estimated $42.2K and leaving 14,990 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #296.

Cerity Partners OCIO first reported a position in LRCX in Q1 2021 and has held it in 8 quarters since. The position peaked at $868K in Q4 2021. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

Cerity Partners OCIO held 14,990 shares of Lam Research worth $630K as of Q4 2022.
Cerity Partners OCIO sold 1,010 Lam Research shares in Q4 2022, an estimated $42.2K.
Lam Research made up 0.02% of Cerity Partners OCIO's portfolio in Q4 2022, its #296 holding.
Cerity Partners OCIO first reported a position in Lam Research in Q1 2021 and has held it in 8 quarters since.
Cerity Partners OCIO's Lam Research position peaked at $868K in Q4 2021.
1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.