MFW
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Mosaic Family Wealth’s Lamb Weston LW Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-233
Closed -$17K – 422
2019
Q1 		$17K Hold
233
– – 0.01% 449
2018
Q4 		$17K Hold
233
– – 0.01% 437
2018
Q3 		$19K Hold
233
– – 0.01% 441
2018
Q2 		$16K Hold
233
– – 0.01% 484
2018
Q1 		$14K Hold
233
– – 0.01% 492
2017
Q4 		$13K Hold
233
– – ﹤0.01% 503
2017
Q3 		$11K Hold
233
– – ﹤0.01% 557
2017
Q2 		$10K Hold
233
– – ﹤0.01% 507
2017
Q1 		$10K Buy
+233
New +$9.19K ﹤0.01% 509

Other funds holding LW

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BlackRock
BlackRock New York $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return