YorkBridge Wealth Partners’s Lamb Weston LW Stock Holding History

YorkBridge Wealth Partners’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	-3,646	Closed	-$282K	–	249
2021 Q1	$282K	Buy	+3,646	New	+$287K	0.08%	209
2019 Q3	–	Sell	-1,954	Closed	-$124K	–	458
2019 Q2	$124K	Buy	1,954 +64	+3%	+$4.22K	0.06%	256
2019 Q1	$142K	Sell	1,890 -8	-0.4%	-$566	0.07%	219
2018 Q4	$140K	Sell	1,898 -223	-11%	-$17.1K	0.07%	196
2018 Q3	$140K	Sell	2,121 -45	-2%	-$3.09K	0.06%	228
2018 Q2	$148K	Buy	2,166 +4	+0.2%	+$261	0.06%	217
2018 Q1	$137K	Buy	2,162 +537	+33%	+$30.4K	0.06%	231
2017 Q4	$92K	Buy	+1,625	New	+$85.6K	0.04%	303

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

YorkBridge Wealth Partners's LW Position: Q2 2021 in Review

YorkBridge Wealth Partners sold out of Lamb Weston (LW) in Q2 2021, closing a stake of 3,646 shares — an estimated $282K sold.

YorkBridge Wealth Partners first reported a position in LW in Q4 2017 and held it in 8 quarters. The position peaked at $282K in Q1 2021. 608 funds tracked by Wall St. Rank hold LW as of Q2 2021.

YorkBridge Wealth Partners reported no remaining Lamb Weston position as of Q2 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,646 Lamb Weston shares in Q2 2021, an estimated $282K.
YorkBridge Wealth Partners first reported a position in Lamb Weston in Q4 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's Lamb Weston position peaked at $282K in Q1 2021.
608 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2021, filed 22 Jul 2021.