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Trilogy Global Advisors’s Lam Research LRCX Stock Holding History

Trilogy Global Advisors’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
Q3 		– Sell
-1,497,250
Closed -$21.2M – 51
2017
Q2 		$21.2M Sell
1,497,250
-640,340
-30% -$9.39M 0.71% 48
2017
Q1 		$27.4M Sell
2,137,590
-144,730
-6% -$1.7M 0.92% 36
2016
Q4 		$24.1M Buy
+2,282,320
New +$23.2M 0.81% 44

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Trilogy Global Advisors's LRCX Position: Q3 2017 in Review

Trilogy Global Advisors sold out of Lam Research (LRCX) in Q3 2017, closing a stake of 1,497,250 shares — an estimated $21.2M sold.

Trilogy Global Advisors first reported a position in LRCX in Q4 2016 and held it in 3 quarters. The position peaked at $27.4M in Q1 2017. 755 funds tracked by Wall St. Rank hold LRCX as of Q3 2017.

  • Trilogy Global Advisors reported no remaining Lam Research position as of Q3 2017 after selling out during the quarter.
  • Trilogy Global Advisors sold 1,497,250 Lam Research shares in Q3 2017, an estimated $21.2M.
  • Trilogy Global Advisors first reported a position in Lam Research in Q4 2016 and held it in 3 quarters.
  • Trilogy Global Advisors's Lam Research position peaked at $27.4M in Q1 2017.
  • 755 funds tracked by Wall St. Rank held Lam Research as of Q3 2017.

Based on Trilogy Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.