Bruderman Asset Management’s Lamb Weston LW Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-129	Closed	-$10K	–	364
2019 Q1	$10K	Sell	129 -1,325	-91%	-$93.8K	﹤0.01%	445
2018 Q4	$107K	Buy	1,454 +1,391	+2,208%	+$106K	0.03%	165
2018 Q3	$4K	Sell	63 -280	-82%	-$19.2K	﹤0.01%	316
2018 Q2	$24K	Hold	343	–	–	0.01%	258
2018 Q1	$20K	Buy	+343	New	+$19.4K	﹤0.01%	272
2017 Q3	–	Sell	-382	Closed	-$17K	–	237
2017 Q2	$17K	Buy	+382	New	+$16.8K	﹤0.01%	277
2017 Q1	–	Sell	-381	Closed	-$14K	–	234
2016 Q4	$14K	Buy	+381	New	+$13K	﹤0.01%	295

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bruderman Asset Management's LW Position: Q2 2019 in Review

Bruderman Asset Management sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 129 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in LW in Q4 2016 and held it in 7 quarters. The position peaked at $107K in Q4 2018. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

Bruderman Asset Management reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 129 Lamb Weston shares in Q2 2019, an estimated $10K.
Bruderman Asset Management first reported a position in Lamb Weston in Q4 2016 and held it in 7 quarters.
Bruderman Asset Management's Lamb Weston position peaked at $107K in Q4 2018.
599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.