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Advisor Group’s Lamb Weston LW Stock Holding History

Advisor Group’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.05M Buy
23,862
+2,868
+14% +$231K 0.01% 794
2019
Q3 		$1.53M Buy
20,994
+3,713
+21% +$255K 0.01% 900
2019
Q2 		$1.1M Sell
17,281
-50
-0.3% -$3.3K 0.01% 1078
2019
Q1 		$1.3M Sell
17,331
-2,532
-13% -$179K 0.01% 948
2018
Q4 		$1.46M Buy
19,863
+7,263
+58% +$556K 0.01% 754
2018
Q3 		$839K Buy
12,600
+3,694
+41% +$253K 0.01% 1112
2018
Q2 		$610K Sell
8,906
-642
-7% -$42K 0.01% 1170
2018
Q1 		$556K Buy
9,548
+2,799
+41% +$158K 0.01% 1247
2017
Q4 		$381K Buy
6,749
+1,374
+26% +$72.4K 0.01% 1508
2017
Q3 		$251K Sell
5,375
-321
-6% -$14.4K ﹤0.01% 1669
2017
Q2 		$251K Sell
5,696
-177
-3% -$7.77K ﹤0.01% 1618
2017
Q1 		$248K Buy
5,873
+1,089
+23% +$43K 0.01% 1498
2016
Q4 		$182K Buy
+4,784
New +$163K ﹤0.01% 1621

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Advisor Group's LW Position: Q4 2019 in Review

Advisor Group increased its Lamb Weston (LW) stake by 14% in Q4 2019, buying an estimated $231K and bringing the position to 23,862 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #794.

Advisor Group first reported a position in LW in Q4 2016 and has held it in 13 quarters since. 646 funds tracked by Wall St. Rank hold LW as of Q4 2019.

  • Advisor Group held 23,862 shares of Lamb Weston worth $2.05M as of Q4 2019.
  • Advisor Group bought 2,868 Lamb Weston shares in Q4 2019, an estimated $231K.
  • Lamb Weston made up 0.01% of Advisor Group's portfolio in Q4 2019, its #794 holding.
  • Advisor Group first reported a position in Lamb Weston in Q4 2016 and has held it in 13 quarters since.
  • 646 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.