Sageworth Trust’s Lam Research LRCX Stock Holding History

Sageworth Trust’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	-5,600	Closed	-$596K	–	119
2024 Q2	$596K	Buy	+5,600	New	+$537K	0.04%	63
2023 Q2	–	Sell	-360	Closed	-$19.1K	–	273
2023 Q1	$19.1K	Buy	360 +350	+3,500%	+$17.2K	﹤0.01%	215
2022 Q4	$0	Buy	+10	New	+$418	﹤0.01%	474
2020 Q3	–	Sell	-10	Closed	–	–	285
2020 Q2	$0	Buy	+10	New	+$273	﹤0.01%	293

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

Sageworth Trust's LRCX Position: Q3 2024 in Review

Sageworth Trust sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 5,600 shares — an estimated $596K sold.

Sageworth Trust first reported a position in LRCX in Q2 2020 and held it in 4 quarters. The position peaked at $596K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Sageworth Trust reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Sageworth Trust sold 5,600 Lam Research shares in Q3 2024, an estimated $596K.
Sageworth Trust first reported a position in Lam Research in Q2 2020 and held it in 4 quarters.
Sageworth Trust's Lam Research position peaked at $596K in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Sageworth Trust's 13F filing for Q3 2024, filed 24 Oct 2024.