Number of Shares
11,000.00
Current Holdings Value*
$788,370.00
% of Portfolio
1.26%
Total Estimate Gain
$229,006.00
% of Total Estimate Gain
9.02%

DANA EPIPHANY EQUITY FUND's Lam Research Corp Holding Summary

As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 11,000.00 shares of Lam Research Corp(LRCX), totaling $788,370.00. This investment constitutes 1.26% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Lam Research Corp(LRCX) stock.

The initial trade took place in 2020Q2. And since then DANA EPIPHANY EQUITY FUND has made 9 purchases of LRCX, at an average price of $53.79, for a total of 47,200.00 shares. In addition, there have been 4 sales at an average price of $45.55 for 36,200.00 shares. Based on historical transaction data and LRCX's current price of $101.73, DANA EPIPHANY EQUITY FUND's estimated gain on his LRCX holdings is $229,006.00, reflecting a 9.02% gain to date.

DANA EPIPHANY EQUITY FUND LRCX ($101.73) Holding Chart

DANA EPIPHANY EQUITY FUND LRCX ($101.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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