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Piershale Financial Group’s Lifeway Foods LWAY Stock Holding History

Piershale Financial Group’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
2023
Q2 		$673 Hold
100
– – ﹤0.01% 254
2023
Q1 		$604 Hold
100
– – ﹤0.01% 281
2022
Q4 		$555 Buy
+100
New +$624 ﹤0.01% 288

Other funds holding LWAY

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Renaissance Technologies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piershale Financial Group's LWAY Position: Q2 2023 in Review

Piershale Financial Group held its Lifeway Foods (LWAY) position steady in Q2 2023 at 100 shares worth $673. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Piershale Financial Group first reported a position in LWAY in Q4 2022 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold LWAY as of Q2 2023.

  • Piershale Financial Group held 100 shares of Lifeway Foods worth $673 as of Q2 2023.
  • Piershale Financial Group left its Lifeway Foods share count unchanged in Q2 2023.
  • Lifeway Foods made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #254 holding.
  • Piershale Financial Group first reported a position in Lifeway Foods in Q4 2022 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.