MA
LW icon

Marshwinds Advisory’s Lamb Weston LW Stock Holding History

Marshwinds Advisory’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
Q4 		$481K Sell
6,542
-115
-2% -$8.8K 0.26% 89
2018
Q3 		$443K Sell
6,657
-58
-0.9% -$3.98K 0.2% 95
2018
Q2 		$460K Sell
6,715
-300
-4% -$19.6K 0.22% 95
2018
Q1 		$408K Hold
7,015
– – 0.19% 101
2017
Q4 		$396K Sell
7,015
-33
-0.5% -$1.74K 0.18% 102
2017
Q3 		$330K Sell
7,048
-372
-5% -$16.7K 0.15% 107
2017
Q2 		$327K Sell
7,420
-265
-3% -$11.6K 0.15% 110
2017
Q1 		$323K Sell
7,685
-297
-4% -$11.7K 0.15% 110
2016
Q4 		$302K Buy
+7,982
New +$272K 0.14% 116

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshwinds Advisory's LW Position: Q4 2018 in Review

Marshwinds Advisory reduced its Lamb Weston (LW) stake by 1.7% in Q4 2018, selling an estimated $8.8K and leaving 6,542 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #89.

Marshwinds Advisory first reported a position in LW in Q4 2016 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold LW as of Q4 2018.

  • Marshwinds Advisory held 6,542 shares of Lamb Weston worth $481K as of Q4 2018.
  • Marshwinds Advisory sold 115 Lamb Weston shares in Q4 2018, an estimated $8.8K.
  • Lamb Weston made up 0.26% of Marshwinds Advisory's portfolio in Q4 2018, its #89 holding.
  • Marshwinds Advisory first reported a position in Lamb Weston in Q4 2016 and has held it in 9 quarters since.
  • 615 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.