Bank Julius Baer & Co’s Lamb Weston LW Stock Holding History

Bank Julius Baer & Co’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
2021 Q3	–	Sell	-8,108	Closed	-$654K	–	843
2021 Q2	$654K	Sell	8,108 -36	-0.4%	-$2.88K	﹤0.01%	410
2021 Q1	$631K	Sell	8,144 -657	-7%	-$51.8K	﹤0.01%	404
2020 Q4	$693K	Sell	8,801 -113	-1%	-$8.23K	0.01%	396
2020 Q3	$591K	Sell	8,914 -319	-3%	-$20.4K	0.01%	359
2020 Q2	$590K	Sell	9,233 -4,567	-33%	-$276K	0.01%	338
2020 Q1	$788K	Buy	+13,800	New	+$1.13M	0.02%	257

Other funds holding LW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Bank Julius Baer & Co's LW Position: Q3 2021 in Review

Bank Julius Baer & Co sold out of Lamb Weston (LW) in Q3 2021, closing a stake of 8,108 shares — an estimated $654K sold.

Bank Julius Baer & Co first reported a position in LW in Q1 2020 and held it in 6 quarters. The position peaked at $788K in Q1 2020. 558 funds tracked by Wall St. Rank hold LW as of Q3 2021.

Bank Julius Baer & Co reported no remaining Lamb Weston position as of Q3 2021 after selling out during the quarter.
Bank Julius Baer & Co sold 8,108 Lamb Weston shares in Q3 2021, an estimated $654K.
Bank Julius Baer & Co first reported a position in Lamb Weston in Q1 2020 and held it in 6 quarters.
Bank Julius Baer & Co's Lamb Weston position peaked at $788K in Q1 2020.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.