Squar Milner Financial Services’s Lam Research LRCX Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-3,490	Closed	-$83K	–	492
2020 Q1	$83K	Buy	3,490 +3,090	+773%	+$89K	0.05%	303
2019 Q4	$11K	Buy	+400	New	+$10.6K	0.01%	575
2019 Q2	–	Sell	-350	Closed	-$6K	–	842
2019 Q1	$6K	Hold	350	–	–	﹤0.01%	630
2018 Q4	$5K	Sell	350 -9,480	-96%	-$136K	﹤0.01%	561
2018 Q3	$149K	Sell	9,830 -2,460	-20%	-$42K	0.13%	193
2018 Q2	$212K	Buy	12,290 +350	+3%	+$6.74K	0.19%	146
2018 Q1	$243K	Buy	11,940 +1,550	+15%	+$30.7K	0.31%	122
2017 Q4	$204K	Buy	+10,390	New	+$204K	0.25%	154

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Squar Milner Financial Services's LRCX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lam Research (LRCX) in Q2 2020, closing a stake of 3,490 shares — an estimated $83K sold.

Squar Milner Financial Services first reported a position in LRCX in Q4 2017 and held it in 8 quarters. The position peaked at $243K in Q1 2018. 1,058 funds tracked by Wall St. Rank hold LRCX as of Q2 2020.

Squar Milner Financial Services reported no remaining Lam Research position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,490 Lam Research shares in Q2 2020, an estimated $83K.
Squar Milner Financial Services first reported a position in Lam Research in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's Lam Research position peaked at $243K in Q1 2018.
1,058 funds tracked by Wall St. Rank held Lam Research as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.