Lucus Advisors’s Lam Research LRCX Stock Holding History

Lucus Advisors’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
2018 Q1	–	Sell	-17,810	Closed	-$328K	–	235
2017 Q4	$328K	Buy	+17,810	New	+$350K	0.48%	145
2017 Q3	–	Sell	-25,100	Closed	-$355K	–	227
2017 Q2	$355K	Buy	+25,100	New	+$368K	0.48%	151

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lucus Advisors's LRCX Position: Q1 2018 in Review

Lucus Advisors sold out of Lam Research (LRCX) in Q1 2018, closing a stake of 17,810 shares — an estimated $328K sold.

Lucus Advisors first reported a position in LRCX in Q2 2017 and held it in 2 quarters. The position peaked at $355K in Q2 2017. 920 funds tracked by Wall St. Rank hold LRCX as of Q1 2018.

Lucus Advisors reported no remaining Lam Research position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 17,810 Lam Research shares in Q1 2018, an estimated $328K.
Lucus Advisors first reported a position in Lam Research in Q2 2017 and held it in 2 quarters.
Lucus Advisors's Lam Research position peaked at $355K in Q2 2017.
920 funds tracked by Wall St. Rank held Lam Research as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.