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Elmwood Wealth Management’s Lam Research LRCX Stock Holding History

Elmwood Wealth 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
2019
Q4 		– Sell
-250
Closed -$6K – 179
2019
Q3 		$6K Hold
250
– – 0.01% 202
2019
Q2 		$5K Hold
250
– – ﹤0.01% 229
2019
Q1 		$4K Buy
+250
New +$4.17K ﹤0.01% 239

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Elmwood Wealth Management's LRCX Position: Q4 2019 in Review

Elmwood Wealth Management sold out of Lam Research (LRCX) in Q4 2019, closing a stake of 250 shares — an estimated $6K sold.

Elmwood Wealth Management first reported a position in LRCX in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 997 funds tracked by Wall St. Rank hold LRCX as of Q4 2019.

  • Elmwood Wealth Management reported no remaining Lam Research position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 250 Lam Research shares in Q4 2019, an estimated $6K.
  • Elmwood Wealth Management first reported a position in Lam Research in Q1 2019 and held it in 3 quarters.
  • Elmwood Wealth Management's Lam Research position peaked at $6K in Q3 2019.
  • 997 funds tracked by Wall St. Rank held Lam Research as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.