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Sun Life Financial’s Lamb Weston LW Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-86
Closed -$7K – 323
2021
Q1 		$7K Sell
86
-1
-1% -$79 ﹤0.01% 462
2020
Q4 		$7K Hold
87
– – ﹤0.01% 433
2020
Q3 		$6K Hold
87
– – ﹤0.01% 433
2020
Q2 		$6K Hold
87
– – ﹤0.01% 383
2020
Q1 		$5K Buy
87
+2
+2% +$164 ﹤0.01% 373
2019
Q4 		$7K Sell
85
-33
-28% -$2.66K ﹤0.01% 380
2019
Q3 		$9K Buy
118
+1
+0.9% +$69 ﹤0.01% 527
2019
Q2 		$7K Sell
117
-132
-53% -$8.71K ﹤0.01% 556
2019
Q1 		$19K Sell
249
-155
-38% -$11K ﹤0.01% 517
2018
Q4 		$30K Buy
+404
New +$30.9K 0.01% 493

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Sun Life Financial's LW Position: Q2 2021 in Review

Sun Life Financial sold out of Lamb Weston (LW) in Q2 2021, closing a stake of 86 shares — an estimated $7K sold.

Sun Life Financial first reported a position in LW in Q4 2018 and held it in 10 quarters. The position peaked at $30K in Q4 2018. 608 funds tracked by Wall St. Rank hold LW as of Q2 2021.

  • Sun Life Financial reported no remaining Lamb Weston position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 86 Lamb Weston shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Lamb Weston in Q4 2018 and held it in 10 quarters.
  • Sun Life Financial's Lamb Weston position peaked at $30K in Q4 2018.
  • 608 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.