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Stevens First Principles Investment Advisors’s Lamb Weston LW Stock Holding History

Stevens First Principles Investment Advisors’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
2018
Q2 		– Sell
-1,600
Closed -$176K – 168
2018
Q1 		$176K Buy
1,600
+1,557
+3,621% +$88.1K 0.11% 69
2017
Q4 		$2K Hold
43
– – ﹤0.01% 182
2017
Q3 		$2K Hold
43
– – ﹤0.01% 169
2017
Q2 		$2K Hold
43
– – ﹤0.01% 171
2017
Q1 		$2K Hold
43
– – ﹤0.01% 156
2016
Q4 		$2K Buy
+43
New +$1.47K ﹤0.01% 163

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stevens First Principles Investment Advisors's LW Position: Q2 2018 in Review

Stevens First Principles Investment Advisors sold out of Lamb Weston (LW) in Q2 2018, closing a stake of 1,600 shares — an estimated $176K sold.

Stevens First Principles Investment Advisors first reported a position in LW in Q4 2016 and held it in 6 quarters. The position peaked at $176K in Q1 2018. 547 funds tracked by Wall St. Rank hold LW as of Q2 2018.

  • Stevens First Principles Investment Advisors reported no remaining Lamb Weston position as of Q2 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,600 Lamb Weston shares in Q2 2018, an estimated $176K.
  • Stevens First Principles Investment Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 6 quarters.
  • Stevens First Principles Investment Advisors's Lamb Weston position peaked at $176K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.