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Atlas Capital Advisors’s Lamb Weston LW Stock Holding History

Atlas Capital 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
Q4 		– Sell
-580
Closed -$53.6K – 912
2023
Q3 		$53.6K Sell
580
-211
-27% -$21.4K 0.01% 530
2023
Q2 		$90.9K Hold
791
– – 0.01% 487
2023
Q1 		$82.7K Buy
791
+307
+63% +$30.4K 0.01% 497
2022
Q4 		$43.3K Buy
+484
New +$41.2K 0.01% 560
2022
Q1 		– Sell
-17
Closed -$1.08K – 943
2021
Q4 		$1.08K Hold
17
– – ﹤0.01% 876
2021
Q3 		$1.04K Hold
17
– – ﹤0.01% 890
2021
Q2 		$1.37K Buy
+17
New +$1.36K ﹤0.01% 887
2020
Q2 		– Sell
-4,240
Closed -$242K – 711
2020
Q1 		$242K Buy
+4,240
New +$349K 0.07% 240

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

Atlas Capital Advisors's LW Position: Q4 2023 in Review

Atlas Capital Advisors sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 580 shares — an estimated $53.6K sold.

Atlas Capital Advisors first reported a position in LW in Q1 2020 and held it in 8 quarters. The position peaked at $242K in Q1 2020. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • Atlas Capital Advisors reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 580 Lamb Weston shares in Q4 2023, an estimated $53.6K.
  • Atlas Capital Advisors first reported a position in Lamb Weston in Q1 2020 and held it in 8 quarters.
  • Atlas Capital Advisors's Lamb Weston position peaked at $242K in Q1 2020.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.