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Charles Carroll Financial Partners’s Lam Research LRCX Stock Holding History

Charles Carroll Financial 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
2022
Q4 		– Sell
-10,500
Closed -$384K – 42
2022
Q3 		$384K Buy
+10,500
New +$467K 0.62% 31

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Charles Carroll Financial Partners's LRCX Position: Q4 2022 in Review

Charles Carroll Financial Partners sold out of Lam Research (LRCX) in Q4 2022, closing a stake of 10,500 shares — an estimated $384K sold.

Charles Carroll Financial Partners first reported a position in LRCX in Q3 2022 and held it in 1 quarter. The position peaked at $384K in Q3 2022. 1,347 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

  • Charles Carroll Financial Partners reported no remaining Lam Research position as of Q4 2022 after selling out during the quarter.
  • Charles Carroll Financial Partners sold 10,500 Lam Research shares in Q4 2022, an estimated $384K.
  • Charles Carroll Financial Partners first reported a position in Lam Research in Q3 2022 and held it in 1 quarter.
  • Charles Carroll Financial Partners's Lam Research position peaked at $384K in Q3 2022.
  • 1,347 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2022, filed 9 Feb 2023.