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Needham Investment Management’s Lifeway Foods LWAY Stock Holding History

Needham Investment Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-35,000
Closed -$327K – 91
2017
Q2 		$327K Buy
35,000
+5,000
+17% +$48.6K 0.09% 90
2017
Q1 		$322K Hold
30,000
– – 0.08% 92
2016
Q4 		$345K Buy
+30,000
New +$422K 0.09% 89

Other funds holding LWAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Needham Investment Management's LWAY Position: Q3 2017 in Review

Needham Investment Management sold out of Lifeway Foods (LWAY) in Q3 2017, closing a stake of 35,000 shares — an estimated $327K sold.

Needham Investment Management first reported a position in LWAY in Q4 2016 and held it in 3 quarters. The position peaked at $345K in Q4 2016. 44 funds tracked by Wall St. Rank hold LWAY as of Q3 2017.

  • Needham Investment Management reported no remaining Lifeway Foods position as of Q3 2017 after selling out during the quarter.
  • Needham Investment Management sold 35,000 Lifeway Foods shares in Q3 2017, an estimated $327K.
  • Needham Investment Management first reported a position in Lifeway Foods in Q4 2016 and held it in 3 quarters.
  • Needham Investment Management's Lifeway Foods position peaked at $345K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2017.

Based on Needham Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.