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Relative Value Partners Group’s Lam Research LRCX Stock Holding History

Relative Value Partners Group’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
Q2 		$1.73M Buy
16,240
+13,280
+449% +$1.27M 0.22% 102
2024
Q1 		$244K Hold
2,960
– – 0.02% 250
2023
Q4 		$232K Buy
+2,960
New +$202K 0.01% 256

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Relative Value Partners Group's LRCX Position: Q2 2024 in Review

Relative Value Partners Group increased its Lam Research (LRCX) stake by 449% in Q2 2024, buying an estimated $1.27M and bringing the position to 16,240 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #102.

Relative Value Partners Group first reported a position in LRCX in Q4 2023 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Relative Value Partners Group held 16,240 shares of Lam Research worth $1.73M as of Q2 2024.
  • Relative Value Partners Group bought 13,280 Lam Research shares in Q2 2024, an estimated $1.27M.
  • Lam Research made up 0.22% of Relative Value Partners Group's portfolio in Q2 2024, its #102 holding.
  • Relative Value Partners Group first reported a position in Lam Research in Q4 2023 and has held it in 3 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.