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Newbrook Capital Advisors’s Lamb Weston LW Stock Holding History

Newbrook Capital Advisors’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
-1,402,691
Closed -$105M – 30
2019
Q1 		$105M Buy
1,402,691
+825,447
+143% +$58.4M 8.55% 3
2018
Q4 		$42.5M Sell
577,244
-161,550
-22% -$12.4M 4.57% 13
2018
Q3 		$49.2M Sell
738,794
-403,374
-35% -$27.7M 3.62% 14
2018
Q2 		$78.3M Sell
1,142,168
-1,452,729
-56% -$95M 5.99% 5
2018
Q1 		$151M Buy
2,594,897
+296,962
+13% +$16.8M 10.96% 1
2017
Q4 		$130M Buy
+2,297,935
New +$121M 8.75% 2

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $653B AUM 32.41% 1-Year Est. Return