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 $5.7T AUM 30.48% 1-Year Est. Return

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

APG Asset Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Wellington Management Group

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return