Perennial Investment Partners’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-432,360
Closed -$3.23M 41
2014
Q3
$3.23M Hold
432,360
1.81% 17
2014
Q2
$2.92M Buy
432,360
+55,000
+15% +$372K 1.33% 31
2014
Q1
$2.08M Hold
377,360
0.59% 52
2013
Q4
$2.06M Buy
377,360
+147,360
+64% +$802K 0.59% 49
2013
Q3
$1.18M Buy
+230,000
New +$1.18M 0.3% 72