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Whalerock Point Partners’s Lam Research LRCX Stock Holding History

Whalerock Point Partners’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
Q3 		– Sell
-18,250
Closed -$315K – 119
2018
Q2 		$315K Sell
18,250
-1,350
-7% -$26K 0.25% 88
2018
Q1 		$398K Sell
19,600
-1,050
-5% -$20.8K 0.13% 125
2017
Q4 		$380K Hold
20,650
– – 0.12% 125
2017
Q3 		$382K Buy
20,650
+1,550
+8% +$25.1K 0.13% 104
2017
Q2 		$270K Buy
+19,100
New +$280K 0.1% 132

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Whalerock Point Partners's LRCX Position: Q3 2018 in Review

Whalerock Point Partners sold out of Lam Research (LRCX) in Q3 2018, closing a stake of 18,250 shares — an estimated $315K sold.

Whalerock Point Partners first reported a position in LRCX in Q2 2017 and held it in 5 quarters. The position peaked at $398K in Q1 2018. 815 funds tracked by Wall St. Rank hold LRCX as of Q3 2018.

  • Whalerock Point Partners reported no remaining Lam Research position as of Q3 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 18,250 Lam Research shares in Q3 2018, an estimated $315K.
  • Whalerock Point Partners first reported a position in Lam Research in Q2 2017 and held it in 5 quarters.
  • Whalerock Point Partners's Lam Research position peaked at $398K in Q1 2018.
  • 815 funds tracked by Wall St. Rank held Lam Research as of Q3 2018.

Based on Whalerock Point Partners's 13F filing for Q3 2018, filed 4 Mar 2019.