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Forward Management’s Lam Research LRCX Stock Holding History

Forward 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
2015
Q1 		– Sell
-3,800
Closed -$30K – 400
2014
Q4 		$30K Hold
3,800
– – ﹤0.01% 367
2014
Q3 		$28K Buy
+3,800
New +$27.1K ﹤0.01% 371

Other funds holding LRCX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forward Management's LRCX Position: Q1 2015 in Review

Forward Management sold out of Lam Research (LRCX) in Q1 2015, closing a stake of 3,800 shares — an estimated $30K sold.

Forward Management first reported a position in LRCX in Q3 2014 and held it in 2 quarters. The position peaked at $30K in Q4 2014. 506 funds tracked by Wall St. Rank hold LRCX as of Q1 2015.

  • Forward Management reported no remaining Lam Research position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 3,800 Lam Research shares in Q1 2015, an estimated $30K.
  • Forward Management first reported a position in Lam Research in Q3 2014 and held it in 2 quarters.
  • Forward Management's Lam Research position peaked at $30K in Q4 2014.
  • 506 funds tracked by Wall St. Rank held Lam Research as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.