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Kanen Wealth Management’s Lifeway Foods LWAY Stock Holding History

Kanen Wealth Management’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
2023
Q3 		– Sell
-620,973
Closed -$4.09M – 19
2023
Q2 		$4.09M Buy
620,973
+322,260
+108% +$2.02M 2.71% 10
2023
Q1 		$1.8M Buy
+298,713
New +$1.73M 1.23% 13

Other funds holding LWAY

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kanen Wealth Management's LWAY Position: Q3 2023 in Review

Kanen Wealth Management sold out of Lifeway Foods (LWAY) in Q3 2023, closing a stake of 620,973 shares — an estimated $4.09M sold.

Kanen Wealth Management first reported a position in LWAY in Q1 2023 and held it in 2 quarters. The position peaked at $4.09M in Q2 2023. 40 funds tracked by Wall St. Rank hold LWAY as of Q3 2023.

  • Kanen Wealth Management reported no remaining Lifeway Foods position as of Q3 2023 after selling out during the quarter.
  • Kanen Wealth Management sold 620,973 Lifeway Foods shares in Q3 2023, an estimated $4.09M.
  • Kanen Wealth Management first reported a position in Lifeway Foods in Q1 2023 and held it in 2 quarters.
  • Kanen Wealth Management's Lifeway Foods position peaked at $4.09M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2023.

Based on Kanen Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.