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WESPAC Advisors SoCal’s Lam Research LRCX Stock Holding History

WESPAC Advisors SoCal’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
2018
Q4 		– Sell
-260,890
Closed -$3.96M – 359
2018
Q3 		$3.96M Sell
260,890
-12,860
-5% -$220K 1.99% 26
2018
Q2 		$4.73M Buy
273,750
+10,100
+4% +$195K 2.72% 15
2018
Q1 		$5.36M Sell
263,650
-7,750
-3% -$154K 3.1% 10
2017
Q4 		$5M Sell
271,400
-4,650
-2% -$91.4K 2.85% 12
2017
Q3 		$5.11M Buy
+276,050
New +$4.48M 3.04% 10

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

WESPAC Advisors SoCal's LRCX Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of Lam Research (LRCX) in Q4 2018, closing a stake of 260,890 shares — an estimated $3.96M sold.

WESPAC Advisors SoCal first reported a position in LRCX in Q3 2017 and held it in 5 quarters. The position peaked at $5.36M in Q1 2018. 809 funds tracked by Wall St. Rank hold LRCX as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining Lam Research position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 260,890 Lam Research shares in Q4 2018, an estimated $3.96M.
  • WESPAC Advisors SoCal first reported a position in Lam Research in Q3 2017 and held it in 5 quarters.
  • WESPAC Advisors SoCal's Lam Research position peaked at $5.36M in Q1 2018.
  • 809 funds tracked by Wall St. Rank held Lam Research as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.