Ruffer LLP’s Lamb Weston LW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,457,555
Closed -$82.3M 74
2017
Q4
$82.3M Sell
1,457,555
-1,601,495
-52% -$90.4M 3.34% 12
2017
Q3
$143M Buy
3,059,050
+92,555
+3% +$4.34M 6.17% 5
2017
Q2
$131M Buy
2,966,495
+439,897
+17% +$19.4M 6.32% 7
2017
Q1
$106M Buy
+2,526,598
New +$106M 6.33% 5