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Personal Wealth Partners’s Lamb Weston LW Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-7
Closed -$1K – 369
2019
Q4 		$1K Hold
7
– – ﹤0.01% 437
2019
Q3 		$1K Buy
+7
New +$480 ﹤0.01% 450

Other funds holding LW

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BlackRock New York $5.72T 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's LW Position: Q1 2020 in Review

Personal Wealth Partners sold out of Lamb Weston (LW) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in LW in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 601 funds tracked by Wall St. Rank hold LW as of Q1 2020.

  • Personal Wealth Partners reported no remaining Lamb Weston position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 7 Lamb Weston shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Lamb Weston in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Lamb Weston position peaked at $1K in Q4 2019.
  • 601 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.