Private Ocean’s Lamb Weston LW Stock Holding History

Private Ocean’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	-1,000	Closed	-$75K	–	490
2019 Q1	$75K	Hold	1,000	–	–	0.02%	162
2018 Q4	$74K	Hold	1,000	–	–	0.02%	150
2018 Q3	$67K	Hold	1,000	–	–	0.03%	135
2018 Q2	$69K	Hold	1,000	–	–	0.03%	132
2018 Q1	$58K	Sell	1,000 -42	-4%	-$2.38K	0.03%	160
2017 Q4	$59K	Buy	1,042 +42	+4%	+$2.21K	0.03%	117
2017 Q3	$47K	Hold	1,000	–	–	0.03%	92
2017 Q2	$44K	Hold	1,000	–	–	0.03%	93
2017 Q1	$42K	Hold	1,000	–	–	0.03%	96
2016 Q4	$38K	Buy	+1,000	New	+$34.1K	0.03%	109

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Private Ocean's LW Position: Q2 2019 in Review

Private Ocean sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 1,000 shares — an estimated $75K sold.

Private Ocean first reported a position in LW in Q4 2016 and held it in 10 quarters. The position peaked at $75K in Q1 2019. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

Private Ocean reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
Private Ocean sold 1,000 Lamb Weston shares in Q2 2019, an estimated $75K.
Private Ocean first reported a position in Lamb Weston in Q4 2016 and held it in 10 quarters.
Private Ocean's Lamb Weston position peaked at $75K in Q1 2019.
599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Private Ocean's 13F filing for Q2 2019, filed 30 Jul 2019.