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SAM
Symphony Asset Management’s
Lamb Weston
LW
Stock Holding History
Symphony Asset Management’s Portfolio
LW Stock Details
LW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-2,671
Closed
-$200K
–
191
2019
Q1
$200K
Sell
2,671
-129
-5%
-$9.13K
0.05%
164
2018
Q4
$206K
Buy
+2,800
New
+$214K
0.06%
152
2018
Q3
–
Sell
-24,848
Closed
-$1.47M
–
254
2018
Q2
$1.47M
Sell
24,848
-36,756
-60%
-$2.4M
0.29%
72
2018
Q1
$3.59M
Sell
61,604
-11,879
-16%
-$672K
0.46%
54
2017
Q4
$4.15M
Sell
73,483
-5,062
-6%
-$267K
0.42%
55
2017
Q3
$3.68M
Sell
78,545
-4,212
-5%
-$189K
0.41%
59
2017
Q2
$3.65M
Buy
82,757
+3,208
+4%
+$141K
0.41%
58
2017
Q1
$3.35M
Buy
+79,549
New
+$3.14M
0.32%
71
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1-Year Est. Return
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
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$30.3B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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