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LRCX

16 quarters

Position history for Brandywine Global Investment Management, LLCBrandywine Global Investment Management, LLC's holdings in Lam Research Corporation

No. Brandywine Global Investment Management exited its LRCX (Lam Research) position in Q4 2023. Its Q3 2023 13F listed 73,100 shares worth $45.8M. Brandywine Global Investment Management already held LRCX in its Q1 2019 13F, the earliest on record, and held it in 13 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$24M

Total Shares Change

-134,270

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2023-Q4
Latest
Exited
0
-100.0%
$00.0%$76.61
0
2023-Q3
Decreased
73,100
-5.4%
$45.8M0.4%$61.13
0
2023-Q2
Decreased
77,307
-10.0%
$49.7M0.4%$62.51
0
2023-Q1
Decreased
85,880
-3.0%
$45.5M0.4%$51.41
0
2022-Q4
New
88,543
-
$37.2M0.3%$40.61
48
2022-Q3
Exited
0
-100.0%
$00.0%$35.23
0
2022-Q2
New
34,023
-
$14.5M0.1%$40.87
46
2021-Q1
Exited
0
-100.0%
$00.0%$56.33
0
2020-Q4
Decreased
99,494
-0.4%
$47M0.4%$44.59
0
2020-Q3
Decreased
99,895
-20.6%
$33.1M0.3%$31.24
0
2020-Q2
Increased
125,899
+0.6%
$40.7M0.4%$30.34
35
2020-Q1
Decreased
125,157
-0.3%
$30M0.4%$22.42
0
2019-Q4
Decreased
125,521
-5.5%
$37.4M0.3%$27.16
0
2019-Q3
Decreased
132,879
-4.1%
$30.7M0.2%$21.37
0
2019-Q2
Increased
138,537
+3.2%
$26M0.2%$17.28
35
2019-Q1
First report
134,270
-
$24M0.2%$16.38
0

Other major holders of LRCX: BlackRock Finance, Inc., BlackRock, Inc., Vanguard Group Inc.

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