New York Life Trust’s Lam Research LRCX Stock Holding History

New York Life Trust’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
2017 Q1	$10K	Sell	780 -10,050	-93%	-$118K	0.49%	48
2016 Q4	$115K	Sell	10,830 -870	-7%	-$8.84K	0.55%	56
2016 Q3	$111K	Buy	11,700 +5,710	+95%	+$52K	0.55%	50
2016 Q2	$50K	Sell	5,990 -540	-8%	-$4.34K	0.24%	134
2016 Q1	$54K	Buy	+6,530	New	+$47.5K	0.23%	135
2015 Q1	–	Sell	-2,040	Closed	-$16K	–	225
2014 Q4	$16K	Sell	2,040 -9,220	-82%	-$71.5K	0.06%	174
2014 Q3	$84K	Buy	11,260 +10,110	+879%	+$72.1K	0.35%	114
2014 Q2	$8K	Buy	+1,150	New	+$6.87K	0.03%	179
2013 Q4	–	Sell	-5,200	Closed	-$27K	–	209
2013 Q3	$27K	Buy	+5,200	New	+$25.4K	0.14%	155

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

New York Life Trust's LRCX Position: Q1 2017 in Review

New York Life Trust reduced its Lam Research (LRCX) stake by 93% in Q1 2017, selling an estimated $118K and leaving 780 shares worth $10K. The position accounts for 0.49% of the portfolio, ranked #48.

New York Life Trust first reported a position in LRCX in Q3 2013 and has held it in 9 quarters since. The position peaked at $115K in Q4 2016. 669 funds tracked by Wall St. Rank hold LRCX as of Q1 2017.

New York Life Trust held 780 shares of Lam Research worth $10K as of Q1 2017.
New York Life Trust sold 10,050 Lam Research shares in Q1 2017, an estimated $118K.
Lam Research made up 0.49% of New York Life Trust's portfolio in Q1 2017, its #48 holding.
New York Life Trust first reported a position in Lam Research in Q3 2013 and has held it in 9 quarters since.
New York Life Trust's Lam Research position peaked at $115K in Q4 2016.
669 funds tracked by Wall St. Rank held Lam Research as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.