Kaizen Advisory’s Lam Research LRCX Stock Holding History

Kaizen Advisory’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
2018 Q4	$59K	Buy	4,360 +460	+12%	+$6.59K	0.04%	301
2018 Q3	$59K	Hold	3,900	–	–	0.03%	305
2018 Q2	$67K	Buy	3,900 +2,320	+147%	+$44.7K	0.03%	284
2018 Q1	$32K	Hold	1,580	–	–	0.03%	264
2017 Q4	$29K	Buy	+1,580	New	+$31K	0.02%	263

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Kaizen Advisory's LRCX Position: Q4 2018 in Review

Kaizen Advisory increased its Lam Research (LRCX) stake by 12% in Q4 2018, buying an estimated $6.59K and bringing the position to 4,360 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #301.

Kaizen Advisory first reported a position in LRCX in Q4 2017 and has held it in 5 quarters since. The position peaked at $67K in Q2 2018. 809 funds tracked by Wall St. Rank hold LRCX as of Q4 2018.

Kaizen Advisory held 4,360 shares of Lam Research worth $59K as of Q4 2018.
Kaizen Advisory bought 460 Lam Research shares in Q4 2018, an estimated $6.59K.
Lam Research made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #301 holding.
Kaizen Advisory first reported a position in Lam Research in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Lam Research position peaked at $67K in Q2 2018.
809 funds tracked by Wall St. Rank held Lam Research as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.