Veritable’s Lam Research LRCX Stock Holding History

Veritable’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
2023 Q3	–	Sell	-62,120	Closed	-$3.99M	–	471
2023 Q2	$3.99M	Sell	62,120 -4,080	-6%	-$230K	0.06%	145
2023 Q1	$3.51M	Buy	66,200 +5,690	+9%	+$279K	0.06%	160
2022 Q4	$2.54M	Buy	60,510 +2,770	+5%	+$116K	0.04%	193
2022 Q3	$2.11M	Sell	57,740 -1,560	-3%	-$69.4K	0.04%	209
2022 Q2	$2.53M	Buy	59,300 +1,800	+3%	+$85.7K	0.05%	204
2022 Q1	$3.09M	Buy	57,500 +440	+0.8%	+$25.6K	0.05%	190
2021 Q4	$4.1M	Buy	57,060 +200	+0.4%	+$12.5K	0.06%	161
2021 Q3	$3.24M	Sell	56,860 -850	-1%	-$51.7K	0.05%	175
2021 Q2	$3.75M	Sell	57,710 -470	-0.8%	-$29.7K	0.06%	161
2021 Q1	$3.46M	Sell	58,180 -2,300	-4%	-$125K	0.06%	161
2020 Q4	$2.86M	Sell	60,480 -860	-1%	-$36.2K	0.05%	170
2020 Q3	$2.04M	Buy	61,340 +2,660	+5%	+$91.6K	0.04%	201
2020 Q2	$1.9M	Sell	58,680 -3,000	-5%	-$81.8K	0.04%	202
2020 Q1	$1.48M	Sell	61,680 -3,510	-5%	-$101K	0.04%	235
2019 Q4	$1.91M	Buy	65,190 +860	+1%	+$22.8K	0.04%	241
2019 Q3	$1.49M	Buy	64,330 +3,310	+5%	+$69.5K	0.03%	266
2019 Q2	$1.15M	Sell	61,020 -1,030	-2%	-$19.5K	0.02%	318
2019 Q1	$1.11M	Buy	62,050 +550	+0.9%	+$9.18K	0.02%	315
2018 Q4	$837K	Sell	61,500 -210	-0.3%	-$3.01K	0.02%	347
2018 Q3	$936K	Buy	61,710 +2,930	+5%	+$50K	0.02%	357
2018 Q2	$1.02M	Buy	58,780 +3,400	+6%	+$65.5K	0.02%	336
2018 Q1	$1.13M	Buy	55,380 +1,340	+2%	+$26.5K	0.02%	313
2017 Q4	$995K	Sell	54,040 -1,080	-2%	-$21.2K	0.02%	334
2017 Q3	$1.02M	Sell	55,120 -220	-0.4%	-$3.57K	0.02%	344
2017 Q2	$783K	Sell	55,340 -1,160	-2%	-$17K	0.02%	405
2017 Q1	$725K	Buy	56,500 +10,120	+22%	+$119K	0.02%	398
2016 Q4	$490K	Buy	46,380 +740	+2%	+$7.52K	0.01%	484
2016 Q3	$432K	Buy	45,640 +1,970	+5%	+$17.9K	0.01%	502
2016 Q2	$367K	Buy	43,670 +7,820	+22%	+$62.8K	0.01%	516
2016 Q1	$296K	Buy	35,850 +4,010	+13%	+$29.2K	0.01%	577
2015 Q4	$253K	Sell	31,840 -1,110	-3%	-$8.35K	0.01%	633
2015 Q3	$215K	Buy	32,950 +270	+0.8%	+$1.98K	0.01%	648
2015 Q2	$266K	Sell	32,680 -2,940	-8%	-$23.1K	0.01%	628
2015 Q1	$250K	Sell	35,620 -81,110	-69%	-$641K	0.01%	802
2014 Q4	$926K	Buy	116,730 +2,520	+2%	+$19.5K	0.02%	423
2014 Q3	$853K	Buy	114,210 +810	+0.7%	+$5.78K	0.02%	447
2014 Q2	$766K	Sell	113,400 -3,330	-3%	-$19.9K	0.02%	476
2014 Q1	$642K	Sell	116,730 -38,000	-25%	-$202K	0.01%	509
2013 Q4	$843K	Sell	154,730 -54,540	-26%	-$287K	0.02%	427
2013 Q3	$1.07M	Sell	209,270 -38,840	-16%	-$190K	0.03%	372
2013 Q2	$1.1M	Buy	+248,110	New	+$1.12M	0.03%	374

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Veritable's LRCX Position: Q3 2023 in Review

Veritable sold out of Lam Research (LRCX) in Q3 2023, closing a stake of 62,120 shares — an estimated $3.99M sold.

Veritable first reported a position in LRCX in Q2 2013 and held it in 41 quarters. The position peaked at $4.1M in Q4 2021. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

Veritable reported no remaining Lam Research position as of Q3 2023 after selling out during the quarter.
Veritable sold 62,120 Lam Research shares in Q3 2023, an estimated $3.99M.
Veritable first reported a position in Lam Research in Q2 2013 and held it in 41 quarters.
Veritable's Lam Research position peaked at $4.1M in Q4 2021.
1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.