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Omnia Family Wealth’s Lamb Weston LW Stock Holding History

Omnia 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
-9
Closed -$1K – 342
2019
Q1 		$1K Hold
9
– – ﹤0.01% 546
2018
Q4 		$1K Hold
9
– – ﹤0.01% 515
2018
Q3 		$1K Sell
9
-79
-90% -$5.42K ﹤0.01% 547
2018
Q2 		$6K Hold
88
– – ﹤0.01% 296
2018
Q1 		$5K Hold
88
– – ﹤0.01% 315
2017
Q4 		$5K Hold
88
– – ﹤0.01% 334
2017
Q3 		$4K Sell
88
-19
-18% -$852 ﹤0.01% 366
2017
Q2 		$5K Hold
107
– – ﹤0.01% 399
2017
Q1 		$5K Hold
107
– – ﹤0.01% 387
2016
Q4 		$4K Buy
+107
New +$3.65K ﹤0.01% 450

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 $3.37T AUM 44.26% 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

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

Omnia Family Wealth sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in LW in Q4 2016 and held it in 10 quarters. The position peaked at $6K in Q2 2018. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

  • Omnia Family Wealth reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 9 Lamb Weston shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Lamb Weston in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Lamb Weston position peaked at $6K in Q2 2018.
  • 599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.