Hellman Jordan Management Company’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-726,080
Closed -$3.95M 53
2013
Q4
$3.95M Buy
726,080
+34,280
+5% +$187K 2.5% 8
2013
Q3
$3.54M Buy
691,800
+249,900
+57% +$1.28M 1.9% 9
2013
Q2
$1.96M Buy
+441,900
New +$1.96M 1.26% 26