LIM
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Leavell Investment Management’s Lamb Weston LW Stock Holding History

Leavell Investment 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
2018
Q1 		– Sell
-4,898
Closed -$276K – 376
2017
Q4 		$276K Hold
4,898
– – 0.03% 328
2017
Q3 		$230K Sell
4,898
-2,498
-34% -$112K 0.03% 340
2017
Q2 		$326K Hold
7,396
– – 0.04% 305
2017
Q1 		$311K Sell
7,396
-833
-10% -$32.9K 0.04% 300
2016
Q4 		$311K Buy
+8,229
New +$281K 0.04% 297

Other funds holding LW

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Leavell Investment Management's LW Position: Q1 2018 in Review

Leavell Investment Management sold out of Lamb Weston (LW) in Q1 2018, closing a stake of 4,898 shares — an estimated $276K sold.

Leavell Investment Management first reported a position in LW in Q4 2016 and held it in 5 quarters. The position peaked at $326K in Q2 2017. 527 funds tracked by Wall St. Rank hold LW as of Q1 2018.

  • Leavell Investment Management reported no remaining Lamb Weston position as of Q1 2018 after selling out during the quarter.
  • Leavell Investment Management sold 4,898 Lamb Weston shares in Q1 2018, an estimated $276K.
  • Leavell Investment Management first reported a position in Lamb Weston in Q4 2016 and held it in 5 quarters.
  • Leavell Investment Management's Lamb Weston position peaked at $326K in Q2 2017.
  • 527 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2018.

Based on Leavell Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.