Wellington Management Group
LWAY icon

Wellington Management Group’s Lifeway Foods LWAY Stock Holding History

Wellington Management Group’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-68,900
Closed -$551K – 2268
2017
Q4 		$551K Buy
+68,900
New +$656K ﹤0.01% 2024
2015
Q1 		– Sell
-344,423
Closed -$6.38M – 2207
2014
Q4 		$6.38M Buy
344,423
+196,525
+133% +$3.31M ﹤0.01% 1370
2014
Q3 		$2.05M Buy
147,898
+96,953
+190% +$1.32M ﹤0.01% 1676
2014
Q2 		$712K Buy
+50,945
New +$713K ﹤0.01% 1898

Other funds holding LWAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return