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Ellis Investment Partners’s Lamb Weston LW Stock Holding History

Ellis Investment Partners’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
2020
Q3 		– Sell
-168
Closed -$10K – 739
2020
Q2 		$10K Hold
168
– – ﹤0.01% 539
2020
Q1 		$8K Buy
+168
New +$13.8K ﹤0.01% 515

Other funds holding LW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Ellis Investment Partners's LW Position: Q3 2020 in Review

Ellis Investment Partners sold out of Lamb Weston (LW) in Q3 2020, closing a stake of 168 shares — an estimated $10K sold.

Ellis Investment Partners first reported a position in LW in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 576 funds tracked by Wall St. Rank hold LW as of Q3 2020.

  • Ellis Investment Partners reported no remaining Lamb Weston position as of Q3 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 168 Lamb Weston shares in Q3 2020, an estimated $10K.
  • Ellis Investment Partners first reported a position in Lamb Weston in Q1 2020 and held it in 2 quarters.
  • Ellis Investment Partners's Lamb Weston position peaked at $10K in Q2 2020.
  • 576 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2020.

Based on Ellis Investment Partners's 13F filing for Q3 2020, filed 19 Oct 2020.