Level Four Financial’s Lam Research LRCX Stock Holding History

Level Four Financial’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
2021 Q3	$433K	Sell	7,600 -3,510	-32%	-$214K	0.19%	138
2021 Q2	$723K	Buy	11,110 +2,750	+33%	+$174K	0.3%	89
2021 Q1	$497K	Sell	8,360 -9,600	-53%	-$523K	0.23%	119
2020 Q4	$848K	Buy	+17,960	New	+$756K	0.37%	76

Other funds holding LRCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Level Four Financial's LRCX Position: Q3 2021 in Review

Level Four Financial reduced its Lam Research (LRCX) stake by 32% in Q3 2021, selling an estimated $214K and leaving 7,600 shares worth $433K. The position accounts for 0.19% of the portfolio, ranked #138.

Level Four Financial first reported a position in LRCX in Q4 2020 and has held it in 4 quarters since. The position peaked at $848K in Q4 2020. 1,298 funds tracked by Wall St. Rank hold LRCX as of Q3 2021.

Level Four Financial held 7,600 shares of Lam Research worth $433K as of Q3 2021.
Level Four Financial sold 3,510 Lam Research shares in Q3 2021, an estimated $214K.
Lam Research made up 0.19% of Level Four Financial's portfolio in Q3 2021, its #138 holding.
Level Four Financial first reported a position in Lam Research in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Lam Research position peaked at $848K in Q4 2020.
1,298 funds tracked by Wall St. Rank held Lam Research as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.