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Davidson Investment Advisors’s Lamb Weston LW Stock Holding History

Davidson Investment 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
2017
Q3 		– Sell
-124
Closed -$5K – 149
2017
Q2 		$5K Sell
124
-165
-57% -$7.25K ﹤0.01% 189
2017
Q1 		$11K Sell
289
-209
-42% -$8.25K ﹤0.01% 177
2016
Q4 		$18K Buy
+498
New +$17K ﹤0.01% 173

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Davidson Investment Advisors's LW Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Lamb Weston (LW) in Q3 2017, closing a stake of 124 shares — an estimated $5K sold.

Davidson Investment Advisors first reported a position in LW in Q4 2016 and held it in 3 quarters. The position peaked at $18K in Q4 2016. 457 funds tracked by Wall St. Rank hold LW as of Q3 2017.

  • Davidson Investment Advisors reported no remaining Lamb Weston position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 124 Lamb Weston shares in Q3 2017, an estimated $5K.
  • Davidson Investment Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 3 quarters.
  • Davidson Investment Advisors's Lamb Weston position peaked at $18K in Q4 2016.
  • 457 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.