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Realta Investment Advisors’s Lamb Weston LW Stock Holding History

Realta Investment Advisors’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
-514
Closed -$44K – 934
2019
Q4 		$44K Hold
514
– – 0.01% 699
2019
Q3 		$38K Sell
514
-25
-5% -$1.72K 0.01% 742
2019
Q2 		$35K Buy
539
+526
+4,046% +$34.7K 0.01% 763
2019
Q1 		$1K Buy
+13
New +$920 ﹤0.01% 1292

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 $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's LW Position: Q1 2020 in Review

Realta Investment Advisors sold out of Lamb Weston (LW) in Q1 2020, closing a stake of 514 shares — an estimated $44K sold.

Realta Investment Advisors first reported a position in LW in Q1 2019 and held it in 4 quarters. The position peaked at $44K in Q4 2019. 600 funds tracked by Wall St. Rank hold LW as of Q1 2020.

  • Realta Investment Advisors reported no remaining Lamb Weston position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 514 Lamb Weston shares in Q1 2020, an estimated $44K.
  • Realta Investment Advisors first reported a position in Lamb Weston in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Lamb Weston position peaked at $44K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.