James Reed Financial Services’s Lifeway Foods LWAY Stock Holding History

James Reed Financial Services’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
2022 Q1	–	Sell	-50	Closed	–	–	105
2021 Q4	$0	Buy	+50	New	+$267	﹤0.01%	175

Other funds holding LWAY

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

James Reed Financial Services's LWAY Position: Q1 2022 in Review

James Reed Financial Services sold out of Lifeway Foods (LWAY) in Q1 2022, closing a stake of 50 shares.

James Reed Financial Services first reported a position in LWAY in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 17 funds tracked by Wall St. Rank hold LWAY as of Q1 2022.

James Reed Financial Services reported no remaining Lifeway Foods position as of Q1 2022 after selling out during the quarter.
James Reed Financial Services sold 50 Lifeway Foods shares in Q1 2022.
James Reed Financial Services first reported a position in Lifeway Foods in Q4 2021 and held it in 1 quarter.
James Reed Financial Services's Lifeway Foods position peaked at $0 in Q4 2021.
17 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.