Odey Asset Management Group’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-70,960	Closed	-$1.08M	–	67
2018 Q3	$1.08M	Buy	+70,960	New	+$1.21M	0.09%	52
2018 Q2	–	Sell	-60,000	Closed	-$1.22M	–	71
2018 Q1	$1.22M	Sell	60,000 -368,060	-86%	-$7.29M	0.13%	46
2017 Q4	$7.88M	Sell	428,060 -85,920	-17%	-$1.69M	0.72%	19
2017 Q3	$9.51M	Buy	513,980 +17,410	+4%	+$282K	0.86%	20
2017 Q2	$7.02M	Buy	496,570 +11,410	+2%	+$167K	0.77%	22
2017 Q1	$6.23M	Sell	485,160 -829,850	-63%	-$9.76M	0.64%	27
2016 Q4	$13.9M	Sell	1,315,010 -514,590	-28%	-$5.23M	1.46%	16
2016 Q3	$17.3M	Buy	1,829,600 +1,493,600	+445%	+$13.6M	1.25%	20
2016 Q2	$2.82M	Buy	+336,000	New	+$2.7M	0.25%	40