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Connecticut Wealth Management’s Lamb Weston LW Stock Holding History

Connecticut 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
Q4 		– Sell
-3,490
Closed -$214K – 204
2021
Q3 		$214K Buy
3,490
+30
+0.9% +$2.03K 0.02% 192
2021
Q2 		$279K Hold
3,460
– – 0.02% 158
2021
Q1 		$268K Buy
+3,460
New +$273K 0.02% 137

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Connecticut Wealth Management's LW Position: Q4 2021 in Review

Connecticut Wealth Management sold out of Lamb Weston (LW) in Q4 2021, closing a stake of 3,490 shares — an estimated $214K sold.

Connecticut Wealth Management first reported a position in LW in Q1 2021 and held it in 3 quarters. The position peaked at $279K in Q2 2021. 547 funds tracked by Wall St. Rank hold LW as of Q4 2021.

  • Connecticut Wealth Management reported no remaining Lamb Weston position as of Q4 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 3,490 Lamb Weston shares in Q4 2021, an estimated $214K.
  • Connecticut Wealth Management first reported a position in Lamb Weston in Q1 2021 and held it in 3 quarters.
  • Connecticut Wealth Management's Lamb Weston position peaked at $279K in Q2 2021.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on Connecticut Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.