SevenBridge Financial Group’s Lamb Weston LW Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-916	Closed	-$58K	–	392
2019 Q2	$58K	Hold	916	–	–	0.02%	259
2019 Q1	$69K	Hold	916	–	–	0.03%	212
2018 Q4	$67K	Hold	916	–	–	0.04%	182
2018 Q3	$61K	Sell	916 -10	-1%	-$686	0.03%	211
2018 Q2	$63K	Hold	926	–	–	0.04%	212
2018 Q1	$54K	Sell	926 -40	-4%	-$2.26K	0.03%	230
2017 Q4	$55K	Sell	966 -138	-13%	-$7.27K	0.03%	235
2017 Q3	$52K	Sell	1,104 -346	-24%	-$15.5K	0.03%	250
2017 Q2	$64K	Hold	1,450	–	–	0.04%	233
2017 Q1	$62K	Buy	+1,450	New	+$57.2K	0.04%	222

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

SevenBridge Financial Group's LW Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Lamb Weston (LW) in Q3 2019, closing a stake of 916 shares — an estimated $58K sold.

SevenBridge Financial Group first reported a position in LW in Q1 2017 and held it in 10 quarters. The position peaked at $69K in Q1 2019. 602 funds tracked by Wall St. Rank hold LW as of Q3 2019.

SevenBridge Financial Group reported no remaining Lamb Weston position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 916 Lamb Weston shares in Q3 2019, an estimated $58K.
SevenBridge Financial Group first reported a position in Lamb Weston in Q1 2017 and held it in 10 quarters.
SevenBridge Financial Group's Lamb Weston position peaked at $69K in Q1 2019.
602 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.