KA
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Kovack Advisors’s Lamb Weston LW Stock Holding History

Kovack Advisors’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
2021
Q2 		– Sell
-2,584
Closed -$200K – 727
2021
Q1 		$200K Sell
2,584
-933
-27% -$73.6K 0.03% 585
2020
Q4 		$277K Sell
3,517
-111
-3% -$8.08K 0.04% 435
2020
Q3 		$240K Buy
+3,628
New +$232K 0.04% 369
2020
Q1 		– Sell
-4,402
Closed -$379K – 519
2019
Q4 		$379K Buy
4,402
+1
+0% +$81 0.07% 313
2019
Q3 		$320K Buy
4,401
+63
+1% +$4.32K 0.07% 316
2019
Q2 		$275K Buy
4,338
+2
+0% +$132 0.06% 323
2019
Q1 		$325K Buy
4,336
+68
+2% +$4.82K 0.08% 274
2018
Q4 		$314K Buy
4,268
+224
+6% +$17.1K 0.09% 250
2018
Q3 		$269K Buy
4,044
+400
+11% +$27.4K 0.07% 318
2018
Q2 		$250K Buy
+3,644
New +$238K 0.07% 320

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return