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Globeflex Capital’s Lifeway Foods LWAY Stock Holding History

Globeflex Capital’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,146
Closed -$133K – 470
2024
Q3 		$133K Hold
5,146
– – 0.01% 354
2024
Q2 		$65.7K Sell
5,146
-2,165
-30% -$39.3K 0.01% 406
2024
Q1 		$126K Sell
7,311
-2,589
-26% -$33.1K 0.01% 372
2023
Q4 		$133K Buy
+9,900
New +$125K 0.01% 360
2017
Q2 		– Sell
-3,037
Closed -$33K – 444
2017
Q1 		$33K Buy
3,037
+3,000
+8,108% +$32.8K 0.01% 424
2016
Q4 		$0 Sell
37
-14,942
-100% -$210K ﹤0.01% 516
2016
Q3 		$254K Buy
+14,979
New +$182K 0.06% 319
2016
Q2 		– Sell
-69,900
Closed -$757K – 492
2016
Q1 		$757K Buy
+69,900
New +$790K 0.2% 174

Other funds holding LWAY

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Globeflex Capital's LWAY Position: Q4 2024 in Review

Globeflex Capital sold out of Lifeway Foods (LWAY) in Q4 2024, closing a stake of 5,146 shares — an estimated $133K sold.

Globeflex Capital first reported a position in LWAY in Q1 2016 and held it in 8 quarters. The position peaked at $757K in Q1 2016. 84 funds tracked by Wall St. Rank hold LWAY as of Q4 2024.

  • Globeflex Capital reported no remaining Lifeway Foods position as of Q4 2024 after selling out during the quarter.
  • Globeflex Capital sold 5,146 Lifeway Foods shares in Q4 2024, an estimated $133K.
  • Globeflex Capital first reported a position in Lifeway Foods in Q1 2016 and held it in 8 quarters.
  • Globeflex Capital's Lifeway Foods position peaked at $757K in Q1 2016.
  • 84 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.