Mosaic Family Wealth’s Lam Research LRCX Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-300	Closed	-$5K	–	416
2019 Q1	$5K	Sell	300 -50	-14%	-$834	﹤0.01%	562
2018 Q4	$5K	Buy	+350	New	+$5.02K	﹤0.01%	551
2018 Q3	–	Sell	-1,000	Closed	-$17K	–	667
2018 Q2	$17K	Hold	1,000	–	–	0.01%	480
2018 Q1	$20K	Buy	+1,000	New	+$19.8K	0.01%	429
2017 Q4	–	Sell	-350	Closed	-$6K	–	818
2017 Q3	$6K	Hold	350	–	–	﹤0.01%	663
2017 Q2	$5K	Sell	350 -60	-15%	-$880	﹤0.01%	584
2017 Q1	$5K	Sell	410 -150	-27%	-$1.76K	﹤0.01%	576
2016 Q4	$6K	Hold	560	–	–	﹤0.01%	534
2016 Q3	$5K	Hold	560	–	–	﹤0.01%	577
2016 Q2	$5K	Hold	560	–	–	﹤0.01%	602
2016 Q1	$4K	Hold	560	–	–	﹤0.01%	628
2015 Q4	$4K	Buy	+560	New	+$4.21K	﹤0.01%	613

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mosaic Family Wealth's LRCX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Lam Research (LRCX) in Q2 2019, closing a stake of 300 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in LRCX in Q4 2015 and held it in 12 quarters. The position peaked at $20K in Q1 2018. 841 funds tracked by Wall St. Rank hold LRCX as of Q2 2019.

Mosaic Family Wealth reported no remaining Lam Research position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 300 Lam Research shares in Q2 2019, an estimated $5K.
Mosaic Family Wealth first reported a position in Lam Research in Q4 2015 and held it in 12 quarters.
Mosaic Family Wealth's Lam Research position peaked at $20K in Q1 2018.
841 funds tracked by Wall St. Rank held Lam Research as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.