AWM
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Avitas Wealth Management’s Lamb Weston LW Stock Holding History

Avitas Wealth Management’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
-22,356
Closed -$2.57M – 208
2023
Q2 		$2.57M Sell
22,356
-190
-0.8% -$21.2K 0.47% 58
2023
Q1 		$2.36M Sell
22,546
-5,544
-20% -$548K 0.46% 64
2022
Q4 		$2.51M Buy
28,090
+130
+0.5% +$11.1K 0.53% 57
2022
Q3 		$2.16M Buy
27,960
+340
+1% +$26.6K 0.5% 58
2022
Q2 		$1.97M Buy
+27,620
New +$1.82M 0.43% 72

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

Avitas Wealth Management's LW Position: Q3 2023 in Review

Avitas Wealth Management sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 22,356 shares — an estimated $2.57M sold.

Avitas Wealth Management first reported a position in LW in Q2 2022 and held it in 5 quarters. The position peaked at $2.57M in Q2 2023. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Avitas Wealth Management reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 22,356 Lamb Weston shares in Q3 2023, an estimated $2.57M.
  • Avitas Wealth Management first reported a position in Lamb Weston in Q2 2022 and held it in 5 quarters.
  • Avitas Wealth Management's Lamb Weston position peaked at $2.57M in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Avitas Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.