Fiduciary Management Associates’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-84,800	Closed	-$466K	–	129
2014 Q1	$466K	Sell	84,800 -33,200	-28%	-$182K	0.03%	112
2013 Q4	$643K	Sell	118,000 -23,100	-16%	-$126K	0.04%	97
2013 Q3	$722K	Hold	141,100	–	–	0.05%	88
2013 Q2	$626K	Buy	+141,100	New	+$626K	0.05%	94