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Apella Capital’s Lamb Weston LW Stock Holding History

Apella Capital’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
Q3 		– Sell
-17,961
Closed -$1.38M – 324
2024
Q2 		$1.38M Buy
17,961
+59
+0.3% +$5.03K 0.06% 129
2024
Q1 		$1.44M Hold
17,902
– – 0.07% 114
2023
Q4 		$1.88M Sell
17,902
-1
-0% -$96 0.11% 96
2023
Q3 		$1.66M Buy
17,903
+9,860
+123% +$1,000K 0.12% 90
2023
Q2 		$925K Buy
+8,043
New +$897K 0.07% 122
2022
Q4 		$718K Buy
8,037
+1
+0% +$85 0.07% 129
2022
Q3 		$622K Hold
8,036
– – 0.07% 118
2022
Q2 		$574K Buy
8,036
+366
+5% +$24.2K 0.07% 125
2022
Q1 		$460K Sell
7,670
-308
-4% -$19.1K 0.06% 134
2021
Q4 		$506K Sell
7,978
-354
-4% -$20.4K 0.06% 127
2021
Q3 		$511K Hold
8,332
– – 0.07% 131
2021
Q2 		$672K Buy
+8,332
New +$667K 0.11% 118

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Apella Capital's LW Position: Q3 2024 in Review

Apella Capital sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 17,961 shares — an estimated $1.38M sold.

Apella Capital first reported a position in LW in Q2 2021 and held it in 12 quarters. The position peaked at $1.88M in Q4 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Apella Capital reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Apella Capital sold 17,961 Lamb Weston shares in Q3 2024, an estimated $1.38M.
  • Apella Capital first reported a position in Lamb Weston in Q2 2021 and held it in 12 quarters.
  • Apella Capital's Lamb Weston position peaked at $1.88M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Apella Capital's 13F filing for Q3 2024, filed 3 Oct 2024.