Claret Asset Management’s Lam Research LRCX Stock Holding History

Claret Asset 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
2024 Q3	–	Sell	-1,890	Closed	-$201K	–	343
2024 Q2	$201K	Sell	1,890 -250	-12%	-$24K	0.04%	218
2024 Q1	$208K	Buy	+2,140	New	+$188K	0.03%	184

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Claret Asset Management's LRCX Position: Q3 2024 in Review

Claret Asset Management sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 1,890 shares — an estimated $201K sold.

Claret Asset Management first reported a position in LRCX in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Claret Asset Management reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Claret Asset Management sold 1,890 Lam Research shares in Q3 2024, an estimated $201K.
Claret Asset Management first reported a position in Lam Research in Q1 2024 and held it in 2 quarters.
Claret Asset Management's Lam Research position peaked at $208K in Q1 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Claret Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.