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Destination Wealth Management’s Lamb Weston LW Stock Holding History

Destination 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
2019
Q3 		– Sell
-499
Closed -$32K – 343
2019
Q2 		$32K Hold
499
– – ﹤0.01% 331
2019
Q1 		$37K Hold
499
– – ﹤0.01% 309
2018
Q4 		$37K Sell
499
-22
-4% -$1.68K ﹤0.01% 293
2018
Q3 		$35K Sell
521
-938
-64% -$64.4K ﹤0.01% 346
2018
Q2 		$100K Buy
1,459
+959
+192% +$62.7K 0.01% 184
2018
Q1 		$53K Buy
+500
New +$28.3K ﹤0.01% 248

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destination Wealth Management's LW Position: Q3 2019 in Review

Destination Wealth Management sold out of Lamb Weston (LW) in Q3 2019, closing a stake of 499 shares — an estimated $32K sold.

Destination Wealth Management first reported a position in LW in Q1 2018 and held it in 6 quarters. The position peaked at $100K in Q2 2018. 602 funds tracked by Wall St. Rank hold LW as of Q3 2019.

  • Destination Wealth Management reported no remaining Lamb Weston position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 499 Lamb Weston shares in Q3 2019, an estimated $32K.
  • Destination Wealth Management first reported a position in Lamb Weston in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Lamb Weston position peaked at $100K in Q2 2018.
  • 602 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.