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Ovata Capital Management’s Lam Research LRCX Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-7,400
Closed -$239K – 135
2020
Q2 		$239K Buy
+7,400
New +$202K 0.07% 57

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ovata Capital Management's LRCX Position: Q3 2020 in Review

Ovata Capital Management sold out of Lam Research (LRCX) in Q3 2020, closing a stake of 7,400 shares — an estimated $239K sold.

Ovata Capital Management first reported a position in LRCX in Q2 2020 and held it in 1 quarter. The position peaked at $239K in Q2 2020. 1,040 funds tracked by Wall St. Rank hold LRCX as of Q3 2020.

  • Ovata Capital Management reported no remaining Lam Research position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 7,400 Lam Research shares in Q3 2020, an estimated $239K.
  • Ovata Capital Management first reported a position in Lam Research in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Lam Research position peaked at $239K in Q2 2020.
  • 1,040 funds tracked by Wall St. Rank held Lam Research as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.