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Union Point Advisors’s Lam Research LRCX Stock Holding History

Union Point 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
2014
Q4 		– Sell
-1,402,450
Closed -$10.5M – 27
2014
Q3 		$10.5M Buy
+1,402,450
New +$10M 4.14% 10

Other funds holding LRCX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Union Point Advisors's LRCX Position: Q4 2014 in Review

Union Point Advisors sold out of Lam Research (LRCX) in Q4 2014, closing a stake of 1,402,450 shares — an estimated $10.5M sold.

Union Point Advisors first reported a position in LRCX in Q3 2014 and held it in 1 quarter. The position peaked at $10.5M in Q3 2014. 526 funds tracked by Wall St. Rank hold LRCX as of Q4 2014.

  • Union Point Advisors reported no remaining Lam Research position as of Q4 2014 after selling out during the quarter.
  • Union Point Advisors sold 1,402,450 Lam Research shares in Q4 2014, an estimated $10.5M.
  • Union Point Advisors first reported a position in Lam Research in Q3 2014 and held it in 1 quarter.
  • Union Point Advisors's Lam Research position peaked at $10.5M in Q3 2014.
  • 526 funds tracked by Wall St. Rank held Lam Research as of Q4 2014.

Based on Union Point Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.