Ferris Capital’s Lam Research LRCX Stock Holding History

Ferris Capital’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
2022 Q1	$255K	Sell	4,750 -3,600	-43%	-$210K	0.06%	174
2021 Q4	$600K	Buy	8,350 +3,500	+72%	+$219K	0.13%	126
2021 Q3	$298K	Buy	+4,850	New	+$295K	0.06%	175
2021 Q2	–	Sell	-3,360	Closed	-$200K	–	130
2021 Q1	$200K	Buy	+3,360	New	+$183K	0.05%	185
2019 Q2	–	Sell	-1,450	Closed	-$26K	–	424
2019 Q1	$26K	Hold	1,450	–	–	0.01%	324
2018 Q4	$20K	Hold	1,450	–	–	0.01%	333
2018 Q3	$22K	Hold	1,450	–	–	0.01%	359
2018 Q2	$25K	Hold	1,450	–	–	0.01%	333
2018 Q1	$29K	Buy	+1,450	New	+$28.7K	0.01%	348
2017 Q3	–	Sell	-1,450	Closed	-$21K	–	396
2017 Q2	$21K	Buy	+1,450	New	+$21.3K	0.01%	356

Other funds holding LRCX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ferris Capital's LRCX Position: Q1 2022 in Review

Ferris Capital reduced its Lam Research (LRCX) stake by 43% in Q1 2022, selling an estimated $210K and leaving 4,750 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #174.

Ferris Capital first reported a position in LRCX in Q2 2017 and has held it in 10 quarters since. The position peaked at $600K in Q4 2021. 1,389 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

Ferris Capital held 4,750 shares of Lam Research worth $255K as of Q1 2022.
Ferris Capital sold 3,600 Lam Research shares in Q1 2022, an estimated $210K.
Lam Research made up 0.06% of Ferris Capital's portfolio in Q1 2022, its #174 holding.
Ferris Capital first reported a position in Lam Research in Q2 2017 and has held it in 10 quarters since.
Ferris Capital's Lam Research position peaked at $600K in Q4 2021.
1,389 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.