Squar Milner Financial Services’s Lamb Weston LW Stock Holding History

Squar Milner 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
2020 Q3	–	Sell	-3,812	Closed	-$244K	–	110
2020 Q2	$244K	Buy	3,812 +578	+18%	+$34.9K	0.14%	177
2020 Q1	$184K	Buy	3,234 +62	+2%	+$5.1K	0.11%	176
2019 Q4	$272K	Buy	+3,172	New	+$255K	0.14%	155
2019 Q3	–	Sell	-1,764	Closed	-$112K	–	504
2019 Q2	$112K	Buy	1,764 +1,608	+1,031%	+$106K	0.08%	259
2019 Q1	$11K	Hold	156	–	–	0.01%	504
2018 Q4	$11K	Hold	156	–	–	0.01%	459
2018 Q3	$10K	Hold	156	–	–	0.01%	494
2018 Q2	$11K	Buy	+156	New	+$10.2K	0.01%	564

Other funds holding LW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Squar Milner Financial Services's LW Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Lamb Weston (LW) in Q3 2020, closing a stake of 3,812 shares — an estimated $244K sold.

Squar Milner Financial Services first reported a position in LW in Q2 2018 and held it in 8 quarters. The position peaked at $272K in Q4 2019. 577 funds tracked by Wall St. Rank hold LW as of Q3 2020.

Squar Milner Financial Services reported no remaining Lamb Weston position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,812 Lamb Weston shares in Q3 2020, an estimated $244K.
Squar Milner Financial Services first reported a position in Lamb Weston in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's Lamb Weston position peaked at $272K in Q4 2019.
577 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.