Hermes Investment Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$42.6M	Sell	2,465,300 -550,810	-18%	-$10.6M	0.57%	65
2018 Q1	$61.3M	Sell	3,016,110 -271,600	-8%	-$5.38M	0.89%	33
2017 Q4	$60.5M	Sell	3,287,710 -808,690	-20%	-$15.9M	0.87%	38
2017 Q3	$75.8M	Buy	4,096,400 +363,150	+10%	+$5.89M	1.14%	20
2017 Q2	$52.8M	Sell	3,733,250 -1,484,330	-28%	-$21.8M	0.86%	36
2017 Q1	$67M	Buy	5,217,580 +1,440,760	+38%	+$16.9M	1.08%	28
2016 Q4	$39.9M	Sell	3,776,820 -3,524,210	-48%	-$35.8M	0.68%	59
2016 Q3	$69.1M	Buy	7,301,030 +2,287,630	+46%	+$20.8M	1.17%	21
2016 Q2	$42.1M	Buy	5,013,400 +572,000	+13%	+$4.6M	0.85%	40
2016 Q1	$36.8M	Buy	4,441,400 +118,700	+3%	+$863K	0.77%	44
2015 Q4	$34.3M	Buy	4,322,700 +237,250	+6%	+$1.78M	0.78%	46
2015 Q3	$26.7M	Buy	4,085,450 +1,461,520	+56%	+$10.7M	0.69%	65
2015 Q2	$21.3M	Buy	2,623,930 +2,075,000	+378%	+$16.3M	0.48%	100
2015 Q1	$3.85M	Buy	548,930 +228,000	+71%	+$1.8M	0.09%	134
2014 Q4	$2.55M	Buy	320,930 +71,230	+29%	+$552K	0.07%	134
2014 Q3	$1.86M	Buy	249,700 +130,000	+109%	+$927K	0.05%	141
2014 Q2	$809K	Hold	119,700	–	–	0.02%	175
2014 Q1	$658K	Buy	119,700 +35,700	+43%	+$190K	0.02%	181
2013 Q4	$457K	Hold	84,000	–	–	0.01%	189
2013 Q3	$430K	Hold	84,000	–	–	0.01%	183
2013 Q2	$372K	Buy	+84,000	New	+$380K	0.01%	201