Berman Capital Advisors’s Lamb Weston LW Stock Holding History

Berman Capital 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 Q3	$39K	Buy	661 +227	+52%	+$15.4K	0.01%	771
2021 Q2	$35K	Buy	434 +283	+187%	+$22.7K	0.01%	717
2021 Q1	$11K	Buy	151 +2	+1%	+$158	﹤0.01%	1004
2020 Q4	$11K	Buy	149 +17	+13%	+$1.24K	﹤0.01%	889
2020 Q3	$8K	Buy	132 +18	+16%	+$1.15K	﹤0.01%	877
2020 Q2	$7K	Buy	114 +54	+90%	+$3.26K	﹤0.01%	885
2020 Q1	$3K	Sell	60 -13	-18%	-$1.07K	﹤0.01%	1040
2019 Q4	$6K	Buy	73 +17	+30%	+$1.37K	﹤0.01%	926
2019 Q3	$4K	Hold	56	–	–	﹤0.01%	1009
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	1103
2019 Q1	$4K	Hold	56	–	–	﹤0.01%	925
2018 Q4	$4K	Buy	+56	New	+$4.29K	﹤0.01%	747

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

Berman Capital Advisors's LW Position: Q3 2021 in Review

Berman Capital Advisors increased its Lamb Weston (LW) stake by 52% in Q3 2021, buying an estimated $15.4K and bringing the position to 661 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #771.

Berman Capital Advisors first reported a position in LW in Q4 2018 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold LW as of Q3 2021.

Berman Capital Advisors held 661 shares of Lamb Weston worth $39K as of Q3 2021.
Berman Capital Advisors bought 227 Lamb Weston shares in Q3 2021, an estimated $15.4K.
Lamb Weston made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #771 holding.
Berman Capital Advisors first reported a position in Lamb Weston in Q4 2018 and has held it in 12 quarters since.
559 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.