EWP
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Engrave Wealth Partners’s Lamb Weston LW Stock Holding History

Engrave Wealth 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
-373
Closed -$23K – 269
2020
Q2 		$23K Hold
373
– – 0.02% 167
2020
Q1 		$21K Sell
373
-72
-16% -$5.92K 0.02% 149
2019
Q4 		$38K Buy
+445
New +$35.8K 0.04% 153

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

Engrave Wealth Partners's LW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Lamb Weston (LW) in Q3 2020, closing a stake of 373 shares — an estimated $23K sold.

Engrave Wealth Partners first reported a position in LW in Q4 2019 and held it in 3 quarters. The position peaked at $38K in Q4 2019. 576 funds tracked by Wall St. Rank hold LW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Lamb Weston position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 373 Lamb Weston shares in Q3 2020, an estimated $23K.
  • Engrave Wealth Partners first reported a position in Lamb Weston in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Lamb Weston position peaked at $38K in Q4 2019.
  • 576 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.