1858 Wealth Management’s Lamb Weston LW Stock Holding History

1858 Wealth Management’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
2024 Q2	–	Sell	-1,868	Closed	-$202K	–	135
2024 Q1	$202K	Hold	1,868	–	–	0.19%	120
2023 Q4	$202K	Buy	+1,868	New	+$180K	0.19%	120

Other funds holding LW

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

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

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

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

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

1858 Wealth Management's LW Position: Q2 2024 in Review

1858 Wealth Management sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 1,868 shares — an estimated $202K sold.

1858 Wealth Management first reported a position in LW in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

1858 Wealth Management reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
1858 Wealth Management sold 1,868 Lamb Weston shares in Q2 2024, an estimated $202K.
1858 Wealth Management first reported a position in Lamb Weston in Q4 2023 and held it in 2 quarters.
1858 Wealth Management's Lamb Weston position peaked at $202K in Q1 2024.
755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.