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Jana Partners’s Lam Research LRCX Stock Holding History

Jana Partners’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-715,840
Closed -$12.4M – 54
2018
Q2 		$12.4M Sell
715,840
-2,759,810
-79% -$47.7M 0.33% 30
2018
Q1 		$70.6M Buy
+3,475,650
New +$70.6M 2.1% 14