Lansdowne Partners (UK)’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,453,530
Closed -$94.6M 34
2021
Q2
$94.6M Sell
1,453,530
-742,280
-34% -$46.9M 4.18% 11
2021
Q1
$131M Sell
2,195,810
-235,190
-10% -$12.8M 5.81% 9
2020
Q4
$115M Sell
2,431,000
-545,350
-18% -$22.9M 4.94% 7
2020
Q3
$98.7M Sell
2,976,350
-3,394,220
-53% -$117M 5.15% 10
2020
Q2
$206M Sell
6,370,570
-2,642,720
-29% -$72.1M 8.97% 5
2020
Q1
$216M Buy
9,013,290
+1,271,360
+16% +$36.6M 12.66% 2
2019
Q4
$226M Sell
7,741,930
-190,300
-2% -$5.05M 8% 6
2019
Q3
$183M Buy
7,932,230
+1,090
+0% +$22.9K 5.94% 8
2019
Q2
$149M Buy
+7,931,140
New +$150M 4.19% 8

Other funds holding LRCX