Kiwi Wealth Investments Limited Partnership’s Lam Research LRCX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023 Q3	–	Sell	-22,540	Closed	-$1.45M	–	133
2023 Q2	$1.45M	Buy	+22,540	New	+$1.27M	0.09%	144
2023 Q1	–	Sell	-72,500	Closed	-$3.05M	–	199
2022 Q4	$3.05M	Sell	72,500 -2,150	-3%	-$89.9K	0.2%	114
2022 Q3	$3.18M	Hold	74,650	–	–	0.22%	118
2022 Q2	$3.18M	Sell	74,650 -15,680	-17%	-$746K	0.22%	118
2022 Q1	$4.86M	Sell	90,330 -131,760	-59%	-$7.67M	0.26%	114
2021 Q4	$16M	Sell	222,090 -13,170	-6%	-$826K	0.76%	31
2021 Q3	$13.4M	Sell	235,260 -71,750	-23%	-$4.36M	0.68%	38
2021 Q2	$20M	Buy	307,010 +66,110	+27%	+$4.17M	1.03%	17
2021 Q1	$14.3M	Buy	240,900 +24,830	+11%	+$1.35M	0.83%	32
2020 Q4	$10.2M	Sell	216,070 -13,870	-6%	-$584K	0.6%	45
2020 Q3	$7.63M	Buy	229,940 +3,490	+2%	+$120K	0.53%	54
2020 Q2	$7.33M	Buy	226,450 +159,320	+237%	+$4.34M	0.59%	49
2020 Q1	$1.61M	Buy	+67,130	New	+$1.93M	0.16%	139
2019 Q4	–	Sell	-174,570	Closed	-$4.03M	–	199
2019 Q3	$4.03M	Buy	+174,570	New	+$3.67M	0.32%	86
2019 Q2	–	Sell	-304,590	Closed	-$5.45M	–	197
2019 Q1	$5.45M	Buy	+304,590	New	+$5.08M	0.5%	66
2018 Q3	–	Sell	-190,860	Closed	-$3.3M	–	195
2018 Q2	$3.3M	Buy	190,860 +116,500	+157%	+$2.24M	0.31%	88
2018 Q1	$1.51M	Buy	+74,360	New	+$1.47M	0.15%	142
2017 Q4	–	Sell	-82,870	Closed	-$1.53M	–	162
2017 Q3	$1.53M	Buy	+82,870	New	+$1.34M	0.18%	112

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's LRCX Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Lam Research (LRCX) in Q3 2023, closing a stake of 22,540 shares — an estimated $1.45M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in LRCX in Q3 2017 and held it in 18 quarters. The position peaked at $20M in Q2 2021. 1,450 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Lam Research position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 22,540 Lam Research shares in Q3 2023, an estimated $1.45M.
Kiwi Wealth Investments Limited Partnership first reported a position in Lam Research in Q3 2017 and held it in 18 quarters.
Kiwi Wealth Investments Limited Partnership's Lam Research position peaked at $20M in Q2 2021.
1,450 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.