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MBE Wealth Management’s Lamb Weston LW Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-100
Closed -$5K – 316
2020
Q1 		$5K Buy
+100
New +$8.22K ﹤0.01% 373

Other funds holding LW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBE Wealth Management's LW Position: Q2 2020 in Review

MBE Wealth Management sold out of Lamb Weston (LW) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in LW in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 573 funds tracked by Wall St. Rank hold LW as of Q2 2020.

  • MBE Wealth Management reported no remaining Lamb Weston position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 100 Lamb Weston shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in Lamb Weston in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Lamb Weston position peaked at $5K in Q1 2020.
  • 573 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.