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AC
Apella Capital’s
Lamb Weston
LW
Stock Holding History
Apella Capital’s Portfolio
LW Stock Details
LW Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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1-Year Est. Return
CCP
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$1.31B AUM
3.79%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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