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Baron Silver Stevens Financial Advisors’s Lamb Weston LW Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-248
Closed -$19K – 287
2020
Q4 		$19K Buy
+248
New +$18.1K 0.01% 204

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's LW Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 248 shares — an estimated $19K sold.

Baron Silver Stevens Financial Advisors first reported a position in LW in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 248 Lamb Weston shares in Q1 2021, an estimated $19K.
  • Baron Silver Stevens Financial Advisors first reported a position in Lamb Weston in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Lamb Weston position peaked at $19K in Q4 2020.
  • 619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.