EWA
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Evolution Wealth Advisors’s Lamb Weston LW Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-24
Closed -$2K – 517
2019
Q4 		$2K Buy
24
+1
+4% +$81 ﹤0.01% 583
2019
Q3 		$2K Buy
+23
New +$1.58K ﹤0.01% 420

Other funds holding LW

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's LW Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Lamb Weston (LW) in Q1 2020, closing a stake of 24 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in LW in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 601 funds tracked by Wall St. Rank hold LW as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Lamb Weston position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 24 Lamb Weston shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Lamb Weston in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Lamb Weston position peaked at $2K in Q4 2019.
  • 601 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.