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Next Financial Group’s Lamb Weston LW Stock Holding History

Next Financial Group’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
Q4 		$31K Buy
497
+136
+38% +$7.85K ﹤0.01% 1708
2021
Q3 		$22K Buy
361
+10
+3% +$677 ﹤0.01% 1763
2021
Q2 		$28K Sell
351
-2,155
-86% -$173K ﹤0.01% 1628
2021
Q1 		$194K Buy
2,506
+87
+4% +$6.86K 0.02% 790
2020
Q4 		$190K Buy
2,419
+109
+5% +$7.94K 0.02% 734
2020
Q3 		$153K Buy
+2,310
New +$148K 0.02% 711
2020
Q2 		– Sell
-2,487
Closed -$142K – 1335
2020
Q1 		$142K Sell
2,487
-1,994
-44% -$164K 0.02% 645
2019
Q4 		$386K Buy
4,481
+1,508
+51% +$121K 0.04% 433
2019
Q3 		$216K Sell
2,973
-117
-4% -$8.03K 0.02% 644
2019
Q2 		$196K Buy
3,090
+342
+12% +$22.6K 0.02% 673
2019
Q1 		$206K Buy
2,748
+2,606
+1,835% +$185K 0.05% 353
2018
Q4 		$10K Buy
+142
New +$10.9K ﹤0.01% 1340
2017
Q4 		– Sell
-134
Closed -$7K – 914
2017
Q3 		$7K Sell
134
-74
-36% -$3.32K ﹤0.01% 1334
2017
Q2 		$9K Hold
208
– – ﹤0.01% 1353
2017
Q1 		$9K Sell
208
-111
-35% -$4.38K ﹤0.01% 1322
2016
Q4 		$12K Buy
+319
New +$10.9K ﹤0.01% 1571

Other funds holding LW

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Next Financial Group's LW Position: Q4 2021 in Review

Next Financial Group increased its Lamb Weston (LW) stake by 38% in Q4 2021, buying an estimated $7.85K and bringing the position to 497 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Next Financial Group first reported a position in LW in Q4 2016 and has held it in 16 quarters since. The position peaked at $386K in Q4 2019. 547 funds tracked by Wall St. Rank hold LW as of Q4 2021.

  • Next Financial Group held 497 shares of Lamb Weston worth $31K as of Q4 2021.
  • Next Financial Group bought 136 Lamb Weston shares in Q4 2021, an estimated $7.85K.
  • Lamb Weston made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1708 holding.
  • Next Financial Group first reported a position in Lamb Weston in Q4 2016 and has held it in 16 quarters since.
  • Next Financial Group's Lamb Weston position peaked at $386K in Q4 2019.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.