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Crescent Grove Advisors’s Lam Research LRCX Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-4,530
Closed -$440K – 305
2024
Q1 		$440K Hold
4,530
– – 0.05% 198
2023
Q4 		$356K Hold
4,530
– – 0.04% 211
2023
Q3 		$285K Buy
4,530
+500
+12% +$32.8K 0.04% 228
2023
Q2 		$260K Hold
4,030
– – 0.03% 246
2023
Q1 		$214K Buy
+4,030
New +$198K 0.02% 266
2022
Q2 		– Sell
-7,080
Closed -$382K – 283
2022
Q1 		$382K Buy
7,080
+2,050
+41% +$119K 0.04% 197
2021
Q4 		$362K Sell
5,030
-3,850
-43% -$241K 0.03% 210
2021
Q3 		$507K Buy
+8,880
New +$540K 0.05% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crescent Grove Advisors's LRCX Position: Q2 2024 in Review

Crescent Grove Advisors sold out of Lam Research (LRCX) in Q2 2024, closing a stake of 4,530 shares — an estimated $440K sold.

Crescent Grove Advisors first reported a position in LRCX in Q3 2021 and held it in 8 quarters. The position peaked at $507K in Q3 2021. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Crescent Grove Advisors reported no remaining Lam Research position as of Q2 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 4,530 Lam Research shares in Q2 2024, an estimated $440K.
  • Crescent Grove Advisors first reported a position in Lam Research in Q3 2021 and held it in 8 quarters.
  • Crescent Grove Advisors's Lam Research position peaked at $507K in Q3 2021.
  • 1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.