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Simplicity Solutions’s Lam Research LRCX Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.23M Buy
28,490
+4,070
+17% +$277K 0.06% 284
2023
Q3 		$1.53M Sell
24,420
-1,770
-7% -$116K 0.05% 331
2023
Q2 		$1.68M Sell
26,190
-50
-0.2% -$2.82K 0.05% 356
2023
Q1 		$1.39M Buy
26,240
+11,910
+83% +$584K 0.04% 400
2022
Q4 		$602K Buy
14,330
+890
+7% +$37.2K 0.08% 292
2022
Q3 		$492K Buy
13,440
+1,050
+8% +$46.7K 0.07% 313
2022
Q2 		$528K Buy
12,390
+320
+3% +$15.2K 0.07% 292
2022
Q1 		$649K Sell
12,070
-12,270
-50% -$714K 0.08% 260
2021
Q4 		$1.75M Buy
24,340
+11,640
+92% +$730K 0.2% 130
2021
Q3 		$723K Buy
12,700
+2,300
+22% +$140K 0.11% 197
2021
Q2 		$677K Buy
10,400
+1,340
+15% +$84.6K 0.13% 169
2021
Q1 		$539K Sell
9,060
-17,000
-65% -$926K 0.12% 184
2020
Q4 		$1.23M Sell
26,060
-800
-3% -$33.7K 0.02% 491
2020
Q3 		$891K Sell
26,860
-1,340
-5% -$46.2K 0.02% 506
2020
Q2 		$912K Buy
28,200
+850
+3% +$23.2K 0.02% 496
2020
Q1 		$656K Buy
27,350
+2,620
+11% +$75.4K 0.02% 430
2019
Q4 		$723K Buy
24,730
+3,510
+17% +$93.2K 0.02% 455
2019
Q3 		$490K Buy
+21,220
New +$446K 0.02% 418
2018
Q3 		– Sell
-18,090
Closed -$313K – 597
2018
Q2 		$313K Buy
18,090
+8,210
+83% +$158K 0.02% 344
2018
Q1 		$201K Buy
+9,880
New +$196K 0.02% 348

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Solutions's LRCX Position: Q4 2023 in Review

Simplicity Solutions increased its Lam Research (LRCX) stake by 17% in Q4 2023, buying an estimated $277K and bringing the position to 28,490 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #284.

Simplicity Solutions first reported a position in LRCX in Q1 2018 and has held it in 20 quarters since. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Simplicity Solutions held 28,490 shares of Lam Research worth $2.23M as of Q4 2023.
  • Simplicity Solutions bought 4,070 Lam Research shares in Q4 2023, an estimated $277K.
  • Lam Research made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #284 holding.
  • Simplicity Solutions first reported a position in Lam Research in Q1 2018 and has held it in 20 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.