Evermay Wealth Management’s Lamb Weston LW Stock Holding History

Evermay 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 Q3	–	Sell	-140	Closed	-$11K	–	500
2021 Q2	$11K	Buy	+140	New	+$11.2K	﹤0.01%	404

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Evermay Wealth Management's LW Position: Q3 2021 in Review

Evermay Wealth Management sold out of Lamb Weston (LW) in Q3 2021, closing a stake of 140 shares — an estimated $11K sold.

Evermay Wealth Management first reported a position in LW in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 558 funds tracked by Wall St. Rank hold LW as of Q3 2021.

Evermay Wealth Management reported no remaining Lamb Weston position as of Q3 2021 after selling out during the quarter.
Evermay Wealth Management sold 140 Lamb Weston shares in Q3 2021, an estimated $11K.
Evermay Wealth Management first reported a position in Lamb Weston in Q2 2021 and held it in 1 quarter.
Evermay Wealth Management's Lamb Weston position peaked at $11K in Q2 2021.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.