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Wealth & Pension Services Group’s Lam Research LRCX Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$270K Sell
11,700
-470
-4% -$9.87K 0.2% 103
2019
Q2 		$229K Sell
12,170
-1,060
-8% -$20.1K 0.17% 107
2019
Q1 		$237K Sell
13,230
-13,310
-50% -$222K 0.18% 102
2018
Q4 		$361K Sell
26,540
-910
-3% -$13K 0.33% 71
2018
Q3 		$416K Buy
+27,450
New +$469K 0.42% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth & Pension Services Group's LRCX Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its Lam Research (LRCX) stake by 3.9% in Q3 2019, selling an estimated $9.87K and leaving 11,700 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #103.

Wealth & Pension Services Group first reported a position in LRCX in Q3 2018 and has held it in 5 quarters since. The position peaked at $416K in Q3 2018. 881 funds tracked by Wall St. Rank hold LRCX as of Q3 2019.

  • Wealth & Pension Services Group held 11,700 shares of Lam Research worth $270K as of Q3 2019.
  • Wealth & Pension Services Group sold 470 Lam Research shares in Q3 2019, an estimated $9.87K.
  • Lam Research made up 0.2% of Wealth & Pension Services Group's portfolio in Q3 2019, its #103 holding.
  • Wealth & Pension Services Group first reported a position in Lam Research in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's Lam Research position peaked at $416K in Q3 2018.
  • 881 funds tracked by Wall St. Rank held Lam Research as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.