Financial Architects (New Jersey)’s Lamb Weston LW Stock Holding History

Financial Architects (New Jersey)’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	-14	Closed	-$1K	–	893
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	873
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	950
2019 Q2	$1K	Sell	14 -812	-98%	-$53.6K	﹤0.01%	1143
2019 Q1	$62K	Sell	826 -3	-0.4%	-$212	0.01%	554
2018 Q4	$61K	Buy	+829	New	+$63.5K	0.01%	504
2018 Q1	–	Sell	-99	Closed	-$6K	–	1509
2017 Q4	$6K	Hold	99	–	–	﹤0.01%	1257
2017 Q3	$5K	Hold	99	–	–	﹤0.01%	1270
2017 Q2	$4K	Hold	99	–	–	﹤0.01%	1336
2017 Q1	$4K	Sell	99 -33	-25%	-$1.3K	﹤0.01%	1333
2016 Q4	$5K	Buy	+132	New	+$4.5K	﹤0.01%	1154

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s LW Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Lamb Weston (LW) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in LW in Q4 2016 and held it in 10 quarters. The position peaked at $62K in Q1 2019. 600 funds tracked by Wall St. Rank hold LW as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Lamb Weston position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 14 Lamb Weston shares in Q1 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Lamb Weston in Q4 2016 and held it in 10 quarters.
Financial Architects (New Jersey)'s Lamb Weston position peaked at $62K in Q1 2019.
600 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.