WI
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Wintrust Investments’s Lamb Weston LW Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-2,523
Closed -$204K – 355
2021
Q2 		$204K Sell
2,523
-125
-5% -$10K 0.02% 403
2021
Q1 		$205K Buy
+2,648
New +$209K 0.02% 385

Other funds holding LW

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Wintrust Investments's LW Position: Q3 2021 in Review

Wintrust Investments sold out of Lamb Weston (LW) in Q3 2021, closing a stake of 2,523 shares — an estimated $204K sold.

Wintrust Investments first reported a position in LW in Q1 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2021. 558 funds tracked by Wall St. Rank hold LW as of Q3 2021.

  • Wintrust Investments reported no remaining Lamb Weston position as of Q3 2021 after selling out during the quarter.
  • Wintrust Investments sold 2,523 Lamb Weston shares in Q3 2021, an estimated $204K.
  • Wintrust Investments first reported a position in Lamb Weston in Q1 2021 and held it in 2 quarters.
  • Wintrust Investments's Lamb Weston position peaked at $205K in Q1 2021.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2021.

Based on Wintrust Investments's 13F filing for Q3 2021, filed 12 Nov 2021.