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Financial Gravity Companies’s Lam Research LRCX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$315K Buy
+18,210
New +$261K 0.29% 59
2018
Q1 		$165K Sell
8,700
-4,110
-32% -$81.4K 0.17% 128
2017
Q4 		$245K Buy
+12,810
New +$252K 0.28% 66

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Financial Gravity Companies's LRCX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Lam Research (LRCX) in Q4 2018: 18,210 shares worth $315K. The stake represents 0.29% of the portfolio and ranks #59 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LRCX as recently as Q1 2018.

Financial Gravity Companies first reported a position in LRCX in Q4 2017 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold LRCX as of Q4 2018.

  • Financial Gravity Companies held 18,210 shares of Lam Research worth $315K as of Q4 2018.
  • Lam Research was a new Financial Gravity Companies position in Q4 2018.
  • Lam Research made up 0.29% of Financial Gravity Companies's portfolio in Q4 2018, its #59 holding.
  • Financial Gravity Companies first reported a position in Lam Research in Q4 2017 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Lam Research as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.