Institutional & Family Asset Management’s Lamb Weston LW Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-17	Closed	-$1K	–	881
2020 Q1	$1K	Sell	17 -157	-90%	-$12.9K	﹤0.01%	752
2019 Q4	$15K	Hold	174	–	–	﹤0.01%	453
2019 Q3	$13K	Buy	174 +32	+23%	+$2.19K	﹤0.01%	447
2019 Q2	$9K	Hold	142	–	–	﹤0.01%	511
2019 Q1	$11K	Hold	142	–	–	﹤0.01%	491
2018 Q4	$10K	Hold	142	–	–	﹤0.01%	478
2018 Q3	$9K	Hold	142	–	–	﹤0.01%	543
2018 Q2	$10K	Hold	142	–	–	﹤0.01%	532
2018 Q1	$8K	Buy	+142	New	+$8.04K	﹤0.01%	541

Other funds holding LW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Institutional & Family Asset Management's LW Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Lamb Weston (LW) in Q2 2020, closing a stake of 17 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in LW in Q1 2018 and held it in 9 quarters. The position peaked at $15K in Q4 2019. 573 funds tracked by Wall St. Rank hold LW as of Q2 2020.

Institutional & Family Asset Management reported no remaining Lamb Weston position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 17 Lamb Weston shares in Q2 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Lamb Weston in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's Lamb Weston position peaked at $15K in Q4 2019.
573 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.