MPS Loria Financial Planners’s Lamb Weston LW Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-25	Closed	-$1K	–	380
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	517
2020 Q4	$2K	Buy	25 +16	+178%	+$1.17K	﹤0.01%	476
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	312
2020 Q2	$1K	Buy	+9	New	+$543	﹤0.01%	321
2017 Q3	–	Sell	-9	Closed	–	–	230
2017 Q2	$0	Buy	+9	New	+$395	﹤0.01%	396

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

MPS Loria Financial Planners's LW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lamb Weston (LW) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in LW in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 607 funds tracked by Wall St. Rank hold LW as of Q2 2021.

MPS Loria Financial Planners reported no remaining Lamb Weston position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 25 Lamb Weston shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Lamb Weston in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Lamb Weston position peaked at $2K in Q4 2020.
607 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.