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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 – 420
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mosaic Family Wealth's LW Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 233 shares — an estimated $17K sold.

Mosaic Family Wealth first reported a position in LW in Q1 2017 and held it in 9 quarters. The position peaked at $19K in Q3 2018. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 233 Lamb Weston shares in Q2 2019, an estimated $17K.
  • Mosaic Family Wealth first reported a position in Lamb Weston in Q1 2017 and held it in 9 quarters.
  • Mosaic Family Wealth's Lamb Weston position peaked at $19K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.