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Annapolis Financial Services’s Lamb Weston LW Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-16
Closed -$1.48K – 480
2023
Q3 		$1.48K Hold
16
– – ﹤0.01% 438
2023
Q2 		$1.84K Buy
+16
New +$1.78K ﹤0.01% 438
2022
Q1 		– Sell
-33
Closed -$2K – 489
2021
Q4 		$2K Buy
+33
New +$1.9K ﹤0.01% 415

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Annapolis Financial Services's LW Position: Q4 2023 in Review

Annapolis Financial Services sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 16 shares — an estimated $1.48K sold.

Annapolis Financial Services first reported a position in LW in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • Annapolis Financial Services reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 16 Lamb Weston shares in Q4 2023, an estimated $1.48K.
  • Annapolis Financial Services first reported a position in Lamb Weston in Q4 2021 and held it in 3 quarters.
  • Annapolis Financial Services's Lamb Weston position peaked at $2K in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.