Sonora Investment Management’s Lamb Weston LW Stock Holding History

Sonora Investment Management’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 Q4	–	Sell	-333	Closed	-$22K	–	1739
2020 Q3	$22K	Hold	333	–	–	﹤0.01%	858
2020 Q2	$21K	Hold	333	–	–	﹤0.01%	773
2020 Q1	$19K	Hold	333	–	–	﹤0.01%	792
2019 Q4	$29K	Hold	333	–	–	﹤0.01%	690
2019 Q3	$24K	Hold	333	–	–	﹤0.01%	790
2019 Q2	$21K	Hold	333	–	–	﹤0.01%	849
2019 Q1	$25K	Sell	333 -184	-36%	-$13K	﹤0.01%	704
2018 Q4	$38K	Hold	517	–	–	0.01%	448
2018 Q3	$34K	Hold	517	–	–	﹤0.01%	483
2018 Q2	$35K	Buy	517 +184	+55%	+$12K	0.01%	470
2018 Q1	$19.4K	Hold	333	–	–	﹤0.01%	594
2017 Q4	$18.8K	Hold	333	–	–	﹤0.01%	620
2017 Q3	$15.6K	Hold	333	–	–	﹤0.01%	593
2017 Q2	$14.7K	Hold	333	–	–	﹤0.01%	609
2017 Q1	$14K	Hold	333	–	–	﹤0.01%	594
2016 Q4	$12.6K	Buy	+333	New	+$11.4K	﹤0.01%	549

Other funds holding LW

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

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIP

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Sonora Investment Management's LW Position: Q4 2020 in Review

Sonora Investment Management sold out of Lamb Weston (LW) in Q4 2020, closing a stake of 333 shares — an estimated $22K sold.

Sonora Investment Management first reported a position in LW in Q4 2016 and held it in 16 quarters. The position peaked at $38K in Q4 2018. 602 funds tracked by Wall St. Rank hold LW as of Q4 2020.

Sonora Investment Management reported no remaining Lamb Weston position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 333 Lamb Weston shares in Q4 2020, an estimated $22K.
Sonora Investment Management first reported a position in Lamb Weston in Q4 2016 and held it in 16 quarters.
Sonora Investment Management's Lamb Weston position peaked at $38K in Q4 2018.
602 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.