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Doyle Wealth Management’s Lamb Weston LW Stock Holding History

Doyle 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
-333
Closed -$21K – 514
2019
Q2 		$21K Buy
+333
New +$22K ﹤0.01% 502
2019
Q1 		– Sell
-333
Closed -$24K – 499
2018
Q4 		$24K Buy
+333
New +$25.5K ﹤0.01% 486

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

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

Doyle Wealth Management sold out of Lamb Weston (LW) in Q3 2019, closing a stake of 333 shares — an estimated $21K sold.

Doyle Wealth Management first reported a position in LW in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2018. 602 funds tracked by Wall St. Rank hold LW as of Q3 2019.

  • Doyle Wealth Management reported no remaining Lamb Weston position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 333 Lamb Weston shares in Q3 2019, an estimated $21K.
  • Doyle Wealth Management first reported a position in Lamb Weston in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Lamb Weston position peaked at $24K in Q4 2018.
  • 602 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.