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Mark Sheptoff Financial Planning’s Lamb Weston LW Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-22
Closed -$1K – 410
2022
Q1 		$1K Hold
22
– – ﹤0.01% 411
2021
Q4 		$1K Buy
+22
New +$1.27K ﹤0.01% 441
2017
Q2 		– Sell
-43
Closed -$2K – 370
2017
Q1 		$2K Hold
43
– – ﹤0.01% 338
2016
Q4 		$2K Buy
+43
New +$1.47K ﹤0.01% 328

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Mark Sheptoff Financial Planning's LW Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Lamb Weston (LW) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in LW in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q1 2017. 557 funds tracked by Wall St. Rank hold LW as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Lamb Weston position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 22 Lamb Weston shares in Q2 2022, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Lamb Weston in Q4 2016 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Lamb Weston position peaked at $2K in Q1 2017.
  • 557 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.