CSat Investment Advisory’s Lamb Weston LW Stock Holding History

CSat Investment Advisory’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	$67K	Buy	861 +192	+29%	+$15.1K	0.06%	132
2020 Q4	$53K	Sell	669 -638	-49%	-$46.5K	0.05%	144
2020 Q3	$86K	Sell	1,307 -26	-2%	-$1.67K	0.01%	527
2020 Q2	$86K	Buy	1,333 +336	+34%	+$20.3K	0.01%	527
2020 Q1	$57K	Buy	997 +242	+32%	+$19.9K	0.01%	488
2019 Q4	$65K	Buy	755 +39	+5%	+$3.14K	0.02%	522
2019 Q3	$52K	Sell	716 -101	-12%	-$6.93K	0.02%	529
2019 Q2	$52K	Buy	817 +415	+103%	+$27.4K	0.02%	498
2019 Q1	$30K	Buy	402 +101	+34%	+$7.15K	0.02%	227
2018 Q4	$22K	Buy	+301	New	+$23K	0.01%	252

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CSat Investment Advisory's LW Position: Q1 2021 in Review

CSat Investment Advisory increased its Lamb Weston (LW) stake by 29% in Q1 2021, buying an estimated $15.1K and bringing the position to 861 shares worth $67K. The position accounts for 0.06% of the portfolio, ranked #132.

CSat Investment Advisory first reported a position in LW in Q4 2018 and has held it in 10 quarters since. The position peaked at $86K in Q3 2020. 620 funds tracked by Wall St. Rank hold LW as of Q1 2021.

CSat Investment Advisory held 861 shares of Lamb Weston worth $67K as of Q1 2021.
CSat Investment Advisory bought 192 Lamb Weston shares in Q1 2021, an estimated $15.1K.
Lamb Weston made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #132 holding.
CSat Investment Advisory first reported a position in Lamb Weston in Q4 2018 and has held it in 10 quarters since.
CSat Investment Advisory's Lamb Weston position peaked at $86K in Q3 2020.
620 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.