SFS
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Sowell Financial Services’s Lamb Weston LW Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-2,606
Closed -$272K – 714
2023
Q1 		$272K Buy
+2,606
New +$258K 0.02% 596
2021
Q2 		– Sell
-1,650
Closed -$129K – 1793
2021
Q1 		$129K Buy
1,650
+1,036
+169% +$81.7K ﹤0.01% 1262
2020
Q4 		$48K Sell
614
-27
-4% -$1.97K ﹤0.01% 1418
2020
Q3 		$42K Buy
641
+117
+22% +$7.49K ﹤0.01% 1276
2020
Q2 		$33K Sell
524
-26
-5% -$1.57K ﹤0.01% 1302
2020
Q1 		$31K Buy
550
+74
+16% +$6.08K ﹤0.01% 1232
2019
Q4 		$41K Sell
476
-76
-14% -$6.12K ﹤0.01% 1209
2019
Q3 		$40K Buy
+552
New +$37.9K ﹤0.01% 1067
2017
Q1 		– Sell
-28
Closed -$1K – 439
2016
Q4 		$1K Buy
+28
New +$955 ﹤0.01% 620

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return