Wintrust Investments’s Lam Research LRCX Stock Holding History

Wintrust Investments’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
2024 Q3	–	Sell	-1,930	Closed	-$206K	–	512
2024 Q2	$206K	Buy	+1,930	New	+$185K	0.02%	449
2023 Q2	–	Sell	-4,000	Closed	-$207K	–	442
2023 Q1	$207K	Sell	4,000 -7,000	-64%	-$344K	0.03%	318
2022 Q4	$564K	Sell	11,000 -10,470	-49%	-$438K	0.07%	197
2022 Q3	$1.03M	Sell	21,470 -3,140	-13%	-$140K	0.13%	144
2022 Q2	$1.22M	Buy	24,610 +2,550	+12%	+$121K	0.15%	128
2022 Q1	$1.26M	Buy	22,060 +15,060	+215%	+$877K	0.12%	146
2021 Q4	$406K	Buy	7,000 +2,000	+40%	+$125K	0.04%	290
2021 Q3	$290K	Buy	+5,000	New	+$304K	0.04%	222
2020 Q3	–	Sell	-5,000	Closed	-$150K	–	362
2020 Q2	$150K	Buy	+5,000	New	+$136K	0.02%	336
2018 Q4	–	Sell	-15,000	Closed	-$228K	–	355
2018 Q3	$228K	Buy	+15,000	New	+$256K	0.04%	323

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wintrust Investments's LRCX Position: Q3 2024 in Review

Wintrust Investments sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 1,930 shares — an estimated $206K sold.

Wintrust Investments first reported a position in LRCX in Q3 2018 and held it in 10 quarters. The position peaked at $1.26M in Q1 2022. 1,466 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Wintrust Investments reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Wintrust Investments sold 1,930 Lam Research shares in Q3 2024, an estimated $206K.
Wintrust Investments first reported a position in Lam Research in Q3 2018 and held it in 10 quarters.
Wintrust Investments's Lam Research position peaked at $1.26M in Q1 2022.
1,466 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.