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Fortem Financial Group’s Lamb Weston LW Stock Holding History

Fortem Financial Group’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
Q4 		– Sell
-10,739
Closed -$712K – 465
2020
Q3 		$712K Buy
+10,739
New +$688K 0.52% 70

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fortem Financial Group's LW Position: Q4 2020 in Review

Fortem Financial Group sold out of Lamb Weston (LW) in Q4 2020, closing a stake of 10,739 shares — an estimated $712K sold.

Fortem Financial Group first reported a position in LW in Q3 2020 and held it in 1 quarter. The position peaked at $712K in Q3 2020. 601 funds tracked by Wall St. Rank hold LW as of Q4 2020.

  • Fortem Financial Group reported no remaining Lamb Weston position as of Q4 2020 after selling out during the quarter.
  • Fortem Financial Group sold 10,739 Lamb Weston shares in Q4 2020, an estimated $712K.
  • Fortem Financial Group first reported a position in Lamb Weston in Q3 2020 and held it in 1 quarter.
  • Fortem Financial Group's Lamb Weston position peaked at $712K in Q3 2020.
  • 601 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2020.

Based on Fortem Financial Group's 13F filing for Q4 2020, filed 29 Jan 2021.