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MD Financial Management’s Lam Research LRCX Stock Holding History

MD Financial Management’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
Q4 		$3.61M Sell
50,140
-3,810
-7% -$239K 0.09% 82
2021
Q3 		$3.07M Buy
53,950
+1,410
+3% +$85.8K 0.08% 82
2021
Q2 		$3.42M Sell
52,540
-11,840
-18% -$747K 0.1% 65
2021
Q1 		$3.83M Buy
+64,380
New +$3.51M 0.11% 73

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MD Financial Management's LRCX Position: Q4 2021 in Review

MD Financial Management reduced its Lam Research (LRCX) stake by 7.1% in Q4 2021, selling an estimated $239K and leaving 50,140 shares worth $3.61M. The position accounts for 0.09% of the portfolio, ranked #82.

MD Financial Management first reported a position in LRCX in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.83M in Q1 2021. 1,459 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

  • MD Financial Management held 50,140 shares of Lam Research worth $3.61M as of Q4 2021.
  • MD Financial Management sold 3,810 Lam Research shares in Q4 2021, an estimated $239K.
  • Lam Research made up 0.09% of MD Financial Management's portfolio in Q4 2021, its #82 holding.
  • MD Financial Management first reported a position in Lam Research in Q1 2021 and has held it in 4 quarters since.
  • MD Financial Management's Lam Research position peaked at $3.83M in Q1 2021.
  • 1,459 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.