LPU
Lansdowne Partners (UK)’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-145,353
| Closed | -$94.6M | – | 30 |
|
|
2021
Q2 | $94.6M | Sell |
145,353
-74,228
| -34% | -$48.3M | 3.78% | 10 |
|
|
2021
Q1 | $131M | Sell |
219,581
-23,519
| -10% | -$14M | 4.25% | 8 |
|
|
2020
Q4 | $115M | Sell |
243,100
-54,535
| -18% | -$25.8M | 3.72% | 6 |
|
|
2020
Q3 | $98.7M | Sell |
297,635
-339,422
| -53% | -$113M | 3.97% | 8 |
|
|
2020
Q2 | $206M | Sell |
637,057
-264,272
| -29% | -$85.5M | 8.61% | 5 |
|
|
2020
Q1 | $216M | Buy |
901,329
+127,136
| +16% | +$30.5M | 11.99% | 2 |
|
|
2019
Q4 | $226M | Sell |
774,193
-19,030
| -2% | -$5.56M | 6.13% | 5 |
|
|
2019
Q3 | $183M | Buy |
793,223
+109
| +0% | +$25.2K | 4.88% | 7 |
|
|
2019
Q2 | $149M | Buy |
+793,114
| New | +$149M | 3.65% | 7 |
|