Rockefeller Financial Services’s Lam Research LRCX Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$304K	Hold	16,500	–	–	﹤0.01%	313
2017 Q3	$305K	Buy	16,500 +10,000	+154%	+$162K	0.01%	302
2017 Q2	$92K	Hold	6,500	–	–	﹤0.01%	345
2017 Q1	$83K	Hold	6,500	–	–	﹤0.01%	370
2016 Q4	$69K	Hold	6,500	–	–	﹤0.01%	403
2016 Q3	$62K	Hold	6,500	–	–	﹤0.01%	382
2016 Q2	$55K	Hold	6,500	–	–	﹤0.01%	394
2016 Q1	$54K	Hold	6,500	–	–	﹤0.01%	420
2015 Q4	$52K	Hold	6,500	–	–	﹤0.01%	429
2015 Q3	$42K	Hold	6,500	–	–	﹤0.01%	424
2015 Q2	$53K	Hold	6,500	–	–	﹤0.01%	392
2015 Q1	$46K	Sell	6,500 -2,600	-29%	-$20.6K	﹤0.01%	425
2014 Q4	$72K	Buy	9,100 +2,600	+40%	+$20.2K	﹤0.01%	374
2014 Q3	$49K	Hold	6,500	–	–	﹤0.01%	405
2014 Q2	$44K	Hold	6,500	–	–	﹤0.01%	417
2014 Q1	$36K	Hold	6,500	–	–	﹤0.01%	442
2013 Q4	$35K	Hold	6,500	–	–	﹤0.01%	426
2013 Q3	$33K	Hold	6,500	–	–	﹤0.01%	433
2013 Q2	$29K	Buy	+6,500	New	+$29.4K	﹤0.01%	435

Other funds holding LRCX

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockefeller Financial Services's LRCX Position: Q4 2017 in Review

Rockefeller Financial Services held its Lam Research (LRCX) position steady in Q4 2017 at 16,500 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Rockefeller Financial Services first reported a position in LRCX in Q2 2013 and has held it in 19 quarters since. The position peaked at $305K in Q3 2017. 862 funds tracked by Wall St. Rank hold LRCX as of Q4 2017.

Rockefeller Financial Services held 16,500 shares of Lam Research worth $304K as of Q4 2017.
Rockefeller Financial Services left its Lam Research share count unchanged in Q4 2017.
Lam Research made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #313 holding.
Rockefeller Financial Services first reported a position in Lam Research in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Lam Research position peaked at $305K in Q3 2017.
862 funds tracked by Wall St. Rank held Lam Research as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.