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Legacy Wealth Asset Management’s Lamb Weston LW Stock Holding History

Legacy Wealth Asset 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
2021
Q2 		– Sell
-2,970
Closed -$230K – 302
2021
Q1 		$230K Buy
2,970
+33
+1% +$2.6K 0.11% 270
2020
Q4 		$231K Buy
+2,937
New +$214K 0.12% 262

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

Legacy Wealth Asset Management's LW Position: Q2 2021 in Review

Legacy Wealth Asset Management sold out of Lamb Weston (LW) in Q2 2021, closing a stake of 2,970 shares — an estimated $230K sold.

Legacy Wealth Asset Management first reported a position in LW in Q4 2020 and held it in 2 quarters. The position peaked at $231K in Q4 2020. 607 funds tracked by Wall St. Rank hold LW as of Q2 2021.

  • Legacy Wealth Asset Management reported no remaining Lamb Weston position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,970 Lamb Weston shares in Q2 2021, an estimated $230K.
  • Legacy Wealth Asset Management first reported a position in Lamb Weston in Q4 2020 and held it in 2 quarters.
  • Legacy Wealth Asset Management's Lamb Weston position peaked at $231K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.