EWM
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Evercore Wealth Management’s Lamb Weston LW Stock Holding History

Evercore 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
2021
Q1 		– Sell
-6,013
Closed -$473K – 436
2020
Q4 		$473K Sell
6,013
-1,987
-25% -$145K 0.01% 297
2020
Q3 		$531K Sell
8,000
-3,000
-27% -$192K 0.01% 256
2020
Q2 		$703K Hold
11,000
– – 0.02% 230
2020
Q1 		$628K Sell
11,000
-27,196
-71% -$2.24M 0.02% 219
2019
Q4 		$3.29M Sell
38,196
-4,642
-11% -$374K 0.09% 116
2019
Q3 		$3.12M Sell
42,838
-8,532
-17% -$585K 0.09% 121
2019
Q2 		$3.25M Sell
51,370
-59,999
-54% -$3.96M 0.1% 115
2019
Q1 		$8.35M Sell
111,369
-522,693
-82% -$37M 0.27% 67
2018
Q4 		$46.6M Sell
634,062
-77,880
-11% -$5.96M 1.76% 17
2018
Q3 		$47.4M Buy
711,942
+1,008
+0.1% +$69.2K 1.52% 20
2018
Q2 		$48.7M Sell
710,934
-106,064
-13% -$6.93M 1.66% 19
2018
Q1 		$47.6M Sell
816,998
-15,071
-2% -$853K 1.82% 17
2017
Q4 		$47M Sell
832,069
-15,398
-2% -$811K 1.75% 20
2017
Q3 		$39.7M Buy
847,467
+5,432
+0.6% +$244K 1.55% 24
2017
Q2 		$37.1M Buy
842,035
+93,852
+13% +$4.12M 1.43% 28
2017
Q1 		$31.5M Buy
748,183
+748,117
+1,133,511% +$29.5M 1.23% 33
2016
Q4 		$2K Buy
+66
New +$2.25K ﹤0.01% 948

Other funds holding LW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Evercore Wealth Management's LW Position: Q1 2021 in Review

Evercore Wealth Management sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 6,013 shares — an estimated $473K sold.

Evercore Wealth Management first reported a position in LW in Q4 2016 and held it in 17 quarters. The position peaked at $48.7M in Q2 2018. 620 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • Evercore Wealth Management reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 6,013 Lamb Weston shares in Q1 2021, an estimated $473K.
  • Evercore Wealth Management first reported a position in Lamb Weston in Q4 2016 and held it in 17 quarters.
  • Evercore Wealth Management's Lamb Weston position peaked at $48.7M in Q2 2018.
  • 620 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.