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Optimal Asset Management’s Lam Research LRCX Stock Holding History

Optimal Asset 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
Q1 		– Sell
-26,330
Closed -$1.24M – 399
2020
Q4 		$1.24M Sell
26,330
-150
-0.6% -$6.31K 0.18% 197
2020
Q3 		$878K Sell
26,480
-15,100
-36% -$520K 0.13% 246
2020
Q2 		$1.34M Sell
41,580
-79,080
-66% -$2.16M 0.22% 155
2020
Q1 		$2.9K Buy
120,660
+42,200
+54% +$1.22M 0.27% 126
2019
Q4 		$2.29M Buy
+78,460
New +$2.08M 0.35% 96

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimal Asset Management's LRCX Position: Q1 2021 in Review

Optimal Asset Management sold out of Lam Research (LRCX) in Q1 2021, closing a stake of 26,330 shares — an estimated $1.24M sold.

Optimal Asset Management first reported a position in LRCX in Q4 2019 and held it in 5 quarters. The position peaked at $2.29M in Q4 2019. 1,259 funds tracked by Wall St. Rank hold LRCX as of Q1 2021.

  • Optimal Asset Management reported no remaining Lam Research position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 26,330 Lam Research shares in Q1 2021, an estimated $1.24M.
  • Optimal Asset Management first reported a position in Lam Research in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Lam Research position peaked at $2.29M in Q4 2019.
  • 1,259 funds tracked by Wall St. Rank held Lam Research as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.