UBP Investment Advisors’s Lam Research LRCX Stock Holding History

UBP Investment 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
2022 Q3	$440K	Sell	12,040 -5,650	-32%	-$252K	0.23%	61
2022 Q2	$750K	Sell	17,690 -44,610	-72%	-$2.12M	0.3%	55
2022 Q1	$240K	Buy	62,300 +42,010	+207%	+$2.45M	0.09%	95
2021 Q4	$1.46M	Buy	20,290 +150	+0.7%	+$9.4K	0.53%	35
2021 Q3	$1.15M	Sell	20,140 -5,310	-21%	-$323K	0.45%	49
2021 Q2	$1.66M	Buy	25,450 +8,330	+49%	+$526K	0.61%	33
2021 Q1	$1.02M	Buy	17,120 +11,300	+194%	+$616K	0.42%	49
2020 Q4	$275K	Buy	+5,820	New	+$245K	0.14%	63
2020 Q3	–	Sell	-6,290	Closed	-$203K	–	65
2020 Q2	$203K	Buy	+6,290	New	+$172K	0.16%	55

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

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

UBP Investment Advisors's LRCX Position: Q3 2022 in Review

UBP Investment Advisors reduced its Lam Research (LRCX) stake by 32% in Q3 2022, selling an estimated $252K and leaving 12,040 shares worth $440K. The position accounts for 0.23% of the portfolio, ranked #61.

UBP Investment Advisors first reported a position in LRCX in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.66M in Q2 2021. 1,271 funds tracked by Wall St. Rank hold LRCX as of Q3 2022.

UBP Investment Advisors held 12,040 shares of Lam Research worth $440K as of Q3 2022.
UBP Investment Advisors sold 5,650 Lam Research shares in Q3 2022, an estimated $252K.
Lam Research made up 0.23% of UBP Investment Advisors's portfolio in Q3 2022, its #61 holding.
UBP Investment Advisors first reported a position in Lam Research in Q2 2020 and has held it in 9 quarters since.
UBP Investment Advisors's Lam Research position peaked at $1.66M in Q2 2021.
1,271 funds tracked by Wall St. Rank held Lam Research as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.