M&G Investment Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$32.2M Buy
411,750
+66,780
+19% +$5.23M 0.11% 100
2023
Q3
$21.6M Sell
344,970
-470,150
-58% -$29.5M 0.1% 125
2023
Q2
$52.4M Sell
815,120
-405,940
-33% -$26.1M 0.21% 80
2023
Q1
$64.7M Sell
1,221,060
-153,770
-11% -$8.15M 0.31% 66
2022
Q4
$57.7M Sell
1,374,830
-126,810
-8% -$5.33M 0.29% 74
2022
Q3
$55K Buy
1,501,640
+104,840
+8% +$3.84K 0.32% 72
2022
Q2
$59.5K Buy
1,396,800
+38,270
+3% +$1.63K 0.35% 72
2022
Q1
$73.1K Buy
1,358,530
+238,790
+21% +$12.8K 0.14% 63
2021
Q4
$80.5K Buy
1,119,740
+246,410
+28% +$17.7K 0.21% 56
2021
Q3
$49.7K Buy
873,330
+60,330
+7% +$3.43K 0.12% 110
2021
Q2
$52.9K Sell
813,000
-133,890
-14% -$8.72K 0.13% 98
2021
Q1
$56.3K Sell
946,890
-98,990
-9% -$5.89K 0.18% 66
2020
Q4
$49.4K Sell
1,045,880
-208,200
-17% -$9.83K 0.31% 77
2020
Q3
$41.6M Buy
1,254,080
+146,920
+13% +$4.88M 0.41% 76
2020
Q2
$35.8M Buy
1,107,160
+335,580
+43% +$10.8M 0.38% 78
2020
Q1
$18.5M Buy
771,580
+178,240
+30% +$4.28M 0.22% 101
2019
Q4
$17.3M Buy
+593,340
New +$17.3M 0.15% 129