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Jeppson Wealth Management’s Lamb Weston LW Stock Holding History

Jeppson Wealth 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
Q4 		– Sell
-100
Closed -$7K – 308
2020
Q3 		$7K Buy
+100
New +$6.4K 0.01% 426

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

Jeppson Wealth Management's LW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Lamb Weston (LW) in Q4 2020, closing a stake of 100 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in LW in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 601 funds tracked by Wall St. Rank hold LW as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Lamb Weston position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 Lamb Weston shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in Lamb Weston in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Lamb Weston position peaked at $7K in Q3 2020.
  • 601 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.