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Angeles Investment Advisors’s Lamb Weston LW Stock Holding History

Angeles Investment Advisors’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
2023
Q3 		– Sell
-2,105
Closed -$242K – 198
2023
Q2 		$242K Sell
2,105
-575
-21% -$64.1K 0.02% 133
2023
Q1 		$280K Hold
2,680
– – 0.02% 112
2022
Q4 		$239K Buy
+2,680
New +$228K 0.02% 102
2022
Q3 		– Sell
-6,515
Closed -$466K – 90
2022
Q2 		$466K Hold
6,515
– – 0.04% 39
2022
Q1 		$390K Sell
6,515
-18
-0.3% -$1.12K 0.03% 60
2021
Q4 		$414K Buy
+6,533
New +$377K 0.02% 140

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Angeles Investment Advisors's LW Position: Q3 2023 in Review

Angeles Investment Advisors sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 2,105 shares — an estimated $242K sold.

Angeles Investment Advisors first reported a position in LW in Q4 2021 and held it in 6 quarters. The position peaked at $466K in Q2 2022. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Angeles Investment Advisors reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,105 Lamb Weston shares in Q3 2023, an estimated $242K.
  • Angeles Investment Advisors first reported a position in Lamb Weston in Q4 2021 and held it in 6 quarters.
  • Angeles Investment Advisors's Lamb Weston position peaked at $466K in Q2 2022.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Angeles Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.