BerganKDV Wealth Management’s Lamb Weston LW Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$19.1K	Hold	166	–	–	﹤0.01%	490
2023 Q1	$17.4K	Hold	166	–	–	﹤0.01%	532
2022 Q4	$14.8K	Buy	+166	New	+$14.1K	﹤0.01%	525
2020 Q2	–	Sell	-123	Closed	-$7K	–	1033
2020 Q1	$7K	Hold	123	–	–	﹤0.01%	538
2019 Q4	$11K	Hold	123	–	–	﹤0.01%	518
2019 Q3	$9K	Hold	123	–	–	﹤0.01%	513
2019 Q2	$8K	Hold	123	–	–	﹤0.01%	543
2019 Q1	$9K	Hold	123	–	–	﹤0.01%	542
2018 Q4	$9K	Hold	123	–	–	﹤0.01%	497
2018 Q3	$8K	Hold	123	–	–	﹤0.01%	514
2018 Q2	$8K	Buy	+123	New	+$8.04K	﹤0.01%	527

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BerganKDV Wealth Management's LW Position: Q2 2023 in Review

BerganKDV Wealth Management held its Lamb Weston (LW) position steady in Q2 2023 at 166 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

BerganKDV Wealth Management first reported a position in LW in Q2 2018 and has held it in 11 quarters since. 781 funds tracked by Wall St. Rank hold LW as of Q2 2023.

BerganKDV Wealth Management held 166 shares of Lamb Weston worth $19.1K as of Q2 2023.
BerganKDV Wealth Management left its Lamb Weston share count unchanged in Q2 2023.
Lamb Weston made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #490 holding.
BerganKDV Wealth Management first reported a position in Lamb Weston in Q2 2018 and has held it in 11 quarters since.
781 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.