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DFPG Investments’s Lam Research LRCX Stock Holding History

DFPG Investments’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
2023
Q4 		$225K Buy
+3,050
New +$208K 0.02% 587
2020
Q4 		– Sell
-6,080
Closed -$210K – 177
2020
Q3 		$210K Sell
6,080
-1,530
-20% -$52.7K 0.11% 154
2020
Q2 		$250K Buy
+7,610
New +$208K 0.15% 140

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

DFPG Investments's LRCX Position: Q4 2023 in Review

DFPG Investments opened a new position in Lam Research (LRCX) in Q4 2023: 3,050 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #587 among its holdings. This is a return to the name: DFPG Investments previously reported a position in LRCX as recently as Q3 2020.

DFPG Investments first reported a position in LRCX in Q2 2020 and has held it in 3 quarters since. The position peaked at $250K in Q2 2020. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • DFPG Investments held 3,050 shares of Lam Research worth $225K as of Q4 2023.
  • Lam Research was a new DFPG Investments position in Q4 2023.
  • Lam Research made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #587 holding.
  • DFPG Investments first reported a position in Lam Research in Q2 2020 and has held it in 3 quarters since.
  • DFPG Investments's Lam Research position peaked at $250K in Q2 2020.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.