Red Cedar Investment Management’s Lam Research LRCX Stock Holding History

Red Cedar Investment 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
2024 Q3	–	Sell	-26,590	Closed	-$2.83M	–	82
2024 Q2	$2.83M	Hold	26,590	–	–	0.39%	38
2024 Q1	$2.58M	Buy	26,590 +18,440	+226%	+$1.62M	0.32%	49
2023 Q4	$638K	Hold	8,150	–	–	0.09%	69
2023 Q3	$511K	Buy	+8,150	New	+$535K	0.08%	70

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Red Cedar Investment Management's LRCX Position: Q3 2024 in Review

Red Cedar Investment Management sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 26,590 shares — an estimated $2.83M sold.

Red Cedar Investment Management first reported a position in LRCX in Q3 2023 and held it in 4 quarters. The position peaked at $2.83M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Red Cedar Investment Management reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Red Cedar Investment Management sold 26,590 Lam Research shares in Q3 2024, an estimated $2.83M.
Red Cedar Investment Management first reported a position in Lam Research in Q3 2023 and held it in 4 quarters.
Red Cedar Investment Management's Lam Research position peaked at $2.83M in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Red Cedar Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.