Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IECM
Intrinsic Edge Capital Management’s
Lam Research
LRCX
Stock Holding History
Intrinsic Edge Capital Management’s Portfolio
LRCX Stock Details
LRCX Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-428,000
Closed
-$8.04M
–
168
2019
Q2
$8.04M
Buy
+428,000
New
+$8.12M
0.96%
43
Other funds holding LRCX
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.37T AUM
44.26%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$55.1B AUM
45.38%
1-Year Est. Return
Bank of New York Mellon
New York
$609B AUM
40.19%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close