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Homrich & Berg’s Lam Research LRCX Stock Holding History

Homrich & Berg’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
2021
Q3 		$203K Buy
3,560
+110
+3% +$6.69K ﹤0.01% 454
2021
Q2 		$224K Buy
+3,450
New +$218K 0.01% 432

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Homrich & Berg's LRCX Position: Q3 2021 in Review

Homrich & Berg increased its Lam Research (LRCX) stake by 3.2% in Q3 2021, buying an estimated $6.69K and bringing the position to 3,560 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Homrich & Berg first reported a position in LRCX in Q2 2021 and has held it in 2 quarters since. The position peaked at $224K in Q2 2021. 1,297 funds tracked by Wall St. Rank hold LRCX as of Q3 2021.

  • Homrich & Berg held 3,560 shares of Lam Research worth $203K as of Q3 2021.
  • Homrich & Berg bought 110 Lam Research shares in Q3 2021, an estimated $6.69K.
  • Lam Research made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #454 holding.
  • Homrich & Berg first reported a position in Lam Research in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's Lam Research position peaked at $224K in Q2 2021.
  • 1,297 funds tracked by Wall St. Rank held Lam Research as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.