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Aperio Group’s Lamb Weston LW Stock Holding History

Aperio 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
2020
Q4 		$6.92M Buy
87,829
+7,535
+9% +$549K 0.02% 696
2020
Q3 		$5.32M Sell
80,294
-1,545
-2% -$98.9K 0.02% 714
2020
Q2 		$5.23M Sell
81,839
-21,154
-21% -$1.28M 0.02% 720
2020
Q1 		$5.88M Buy
102,993
+557
+0.5% +$45.8K 0.03% 595
2019
Q4 		$8.81M Buy
102,436
+6,103
+6% +$492K 0.03% 541
2019
Q3 		$7M Sell
96,333
-11,204
-10% -$769K 0.03% 593
2019
Q2 		$6.81M Sell
107,537
-15,462
-13% -$1.02M 0.03% 602
2019
Q1 		$9.22M Sell
122,999
-12,461
-9% -$882K 0.04% 488
2018
Q4 		$9.96M Sell
135,460
-6,737
-5% -$516K 0.05% 409
2018
Q3 		$9.47M Buy
142,197
+13,341
+10% +$915K 0.04% 454
2018
Q2 		$8.83M Buy
128,856
+12,085
+10% +$790K 0.04% 477
2018
Q1 		$6.8M Buy
116,771
+22,817
+24% +$1.29M 0.03% 547
2017
Q4 		$5.3M Buy
93,954
+13,598
+17% +$717K 0.03% 620
2017
Q3 		$3.77M Buy
80,356
+14,397
+22% +$646K 0.02% 701
2017
Q2 		$2.9M Buy
65,959
+11,217
+20% +$493K 0.02% 766
2017
Q1 		$2.3M Buy
54,742
+111
+0.2% +$4.38K 0.02% 819
2016
Q4 		$2.07M Buy
+54,631
New +$1.86M 0.02% 811

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Aperio Group's LW Position: Q4 2020 in Review

Aperio Group increased its Lamb Weston (LW) stake by 9.4% in Q4 2020, buying an estimated $549K and bringing the position to 87,829 shares worth $6.92M. The position accounts for 0.02% of the portfolio, ranked #696.

Aperio Group first reported a position in LW in Q4 2016 and has held it in 17 quarters since. The position peaked at $9.96M in Q4 2018. 602 funds tracked by Wall St. Rank hold LW as of Q4 2020.

  • Aperio Group held 87,829 shares of Lamb Weston worth $6.92M as of Q4 2020.
  • Aperio Group bought 7,535 Lamb Weston shares in Q4 2020, an estimated $549K.
  • Lamb Weston made up 0.02% of Aperio Group's portfolio in Q4 2020, its #696 holding.
  • Aperio Group first reported a position in Lamb Weston in Q4 2016 and has held it in 17 quarters since.
  • Aperio Group's Lamb Weston position peaked at $9.96M in Q4 2018.
  • 602 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.