WA
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Wealth Alliance’s Lamb Weston LW Stock Holding History

Wealth Alliance’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
-4,858
Closed -$311K – 323
2020
Q2 		$311K Buy
4,858
+805
+20% +$48.6K 0.12% 210
2020
Q1 		$231K Buy
+4,053
New +$333K 0.12% 198

Other funds holding LW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
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
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

Wealth Alliance's LW Position: Q3 2020 in Review

Wealth Alliance sold out of Lamb Weston (LW) in Q3 2020, closing a stake of 4,858 shares — an estimated $311K sold.

Wealth Alliance first reported a position in LW in Q1 2020 and held it in 2 quarters. The position peaked at $311K in Q2 2020. 576 funds tracked by Wall St. Rank hold LW as of Q3 2020.

  • Wealth Alliance reported no remaining Lamb Weston position as of Q3 2020 after selling out during the quarter.
  • Wealth Alliance sold 4,858 Lamb Weston shares in Q3 2020, an estimated $311K.
  • Wealth Alliance first reported a position in Lamb Weston in Q1 2020 and held it in 2 quarters.
  • Wealth Alliance's Lamb Weston position peaked at $311K in Q2 2020.
  • 576 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2020.

Based on Wealth Alliance's 13F filing for Q3 2020, filed 13 Nov 2020.