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Biltmore Wealth Management’s Lamb Weston LW Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-5,540
Closed -$436K – 57
2020
Q4 		$436K Sell
5,540
-686
-11% -$50K 0.23% 36
2020
Q3 		$398K Sell
6,226
-388
-6% -$24.8K 0.23% 33
2020
Q2 		$378K Buy
+6,614
New +$399K 0.24% 32

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

Biltmore Wealth Management's LW Position: Q1 2021 in Review

Biltmore Wealth Management sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 5,540 shares — an estimated $436K sold.

Biltmore Wealth Management first reported a position in LW in Q2 2020 and held it in 3 quarters. The position peaked at $436K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • Biltmore Wealth Management reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 5,540 Lamb Weston shares in Q1 2021, an estimated $436K.
  • Biltmore Wealth Management first reported a position in Lamb Weston in Q2 2020 and held it in 3 quarters.
  • Biltmore Wealth Management's Lamb Weston position peaked at $436K in Q4 2020.
  • 619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.