CIM
LRCX icon

Confluence Investment Management’s Lam Research LRCX Stock Holding History

Confluence Investment 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
2020
Q1 		– Sell
-11,830
Closed -$222K – 315
2019
Q4 		$222K Hold
11,830
– – ﹤0.01% 276
2019
Q3 		$273K Hold
11,830
– – ﹤0.01% 262
2019
Q2 		$222K Sell
11,830
-3,150
-21% -$59.8K ﹤0.01% 276
2019
Q1 		$268K Buy
+14,980
New +$250K ﹤0.01% 264
2018
Q4 		– Sell
-20,860
Closed -$316K – 314
2018
Q3 		$316K Sell
20,860
-2,280
-10% -$38.9K 0.01% 266
2018
Q2 		$400K Buy
+23,140
New +$446K 0.01% 244

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Confluence Investment Management's LRCX Position: Q1 2020 in Review

Confluence Investment Management sold out of Lam Research (LRCX) in Q1 2020, closing a stake of 11,830 shares — an estimated $222K sold.

Confluence Investment Management first reported a position in LRCX in Q2 2018 and held it in 6 quarters. The position peaked at $400K in Q2 2018. 978 funds tracked by Wall St. Rank hold LRCX as of Q1 2020.

  • Confluence Investment Management reported no remaining Lam Research position as of Q1 2020 after selling out during the quarter.
  • Confluence Investment Management sold 11,830 Lam Research shares in Q1 2020, an estimated $222K.
  • Confluence Investment Management first reported a position in Lam Research in Q2 2018 and held it in 6 quarters.
  • Confluence Investment Management's Lam Research position peaked at $400K in Q2 2018.
  • 978 funds tracked by Wall St. Rank held Lam Research as of Q1 2020.

Based on Confluence Investment Management's 13F filing for Q1 2020, filed 8 Apr 2020.