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Sullivan, Bruyette, Speros & Blaney’s Lam Research LRCX Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$130K Sell
2,190
-1,040
-32% -$56.7K 0.01% 374
2020
Q4 		$153K Buy
3,230
+120
+4% +$5.05K 0.01% 325
2020
Q3 		$103K Hold
3,110
– – 0.01% 343
2020
Q2 		$101K Buy
+3,110
New +$84.8K 0.01% 322

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's LRCX Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Lam Research (LRCX) stake by 32% in Q1 2021, selling an estimated $56.7K and leaving 2,190 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #374.

Sullivan, Bruyette, Speros & Blaney first reported a position in LRCX in Q2 2020 and has held it in 4 quarters since. The position peaked at $153K in Q4 2020. 1,260 funds tracked by Wall St. Rank hold LRCX as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,190 shares of Lam Research worth $130K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 1,040 Lam Research shares in Q1 2021, an estimated $56.7K.
  • Lam Research made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #374 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Lam Research in Q2 2020 and has held it in 4 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Lam Research position peaked at $153K in Q4 2020.
  • 1,260 funds tracked by Wall St. Rank held Lam Research as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.