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Kalos Management’s Lam Research LRCX Stock Holding History

Kalos Management’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
2019
Q3 		– Sell
-206,110
Closed -$2.82M – 220
2019
Q2 		$2.82M Buy
206,110
+66,560
+48% +$1.26M 1.28% 17
2019
Q1 		$2.5M Sell
139,550
-66,630
-32% -$1.11M 1.61% 17
2018
Q4 		$2.81M Sell
206,180
-2,470
-1% -$35.4K 1.37% 21
2018
Q3 		$3.16M Buy
208,650
+126,100
+153% +$2.15M 1.7% 13
2018
Q2 		$1.43M Buy
+82,550
New +$1.59M 0.65% 44
2018
Q1 		– Sell
-75,050
Closed -$1.38M – 176
2017
Q4 		$1.38M Buy
75,050
+3,080
+4% +$60.5K 0.65% 44
2017
Q3 		$1.33M Buy
71,970
+9,130
+15% +$148K 0.86% 35
2017
Q2 		$888K Buy
62,840
+640
+1% +$9.38K 0.81% 41
2017
Q1 		$798K Buy
62,200
+14,740
+31% +$173K 0.57% 52
2016
Q4 		$502K Buy
47,460
+16,030
+51% +$163K 0.41% 61
2016
Q3 		$298K Sell
31,430
-8,030
-20% -$73.1K 0.25% 111
2016
Q2 		$332K Buy
+39,460
New +$317K 0.26% 115

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Janus Henderson Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kalos Management's LRCX Position: Q3 2019 in Review

Kalos Management sold out of Lam Research (LRCX) in Q3 2019, closing a stake of 206,110 shares — an estimated $2.82M sold.

Kalos Management first reported a position in LRCX in Q2 2016 and held it in 12 quarters. The position peaked at $3.16M in Q3 2018. 881 funds tracked by Wall St. Rank hold LRCX as of Q3 2019.

  • Kalos Management reported no remaining Lam Research position as of Q3 2019 after selling out during the quarter.
  • Kalos Management sold 206,110 Lam Research shares in Q3 2019, an estimated $2.82M.
  • Kalos Management first reported a position in Lam Research in Q2 2016 and held it in 12 quarters.
  • Kalos Management's Lam Research position peaked at $3.16M in Q3 2018.
  • 881 funds tracked by Wall St. Rank held Lam Research as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.