Azimuth Capital Management’s Lamb Weston LW Stock Holding History

Azimuth Capital 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
2022 Q1	$330K	Hold	5,516	–	–	0.01%	279
2021 Q4	$350K	Hold	5,516	–	–	0.01%	279
2021 Q3	$339K	Hold	5,516	–	–	0.01%	277
2021 Q2	$445K	Hold	5,516	–	–	0.02%	262
2021 Q1	$427K	Hold	5,516	–	–	0.02%	265
2020 Q4	$434K	Sell	5,516 -833	-13%	-$60.7K	0.02%	252
2020 Q3	$421K	Hold	6,349	–	–	0.02%	233
2020 Q2	$406K	Hold	6,349	–	–	0.03%	233
2020 Q1	$363K	Sell	6,349 -277	-4%	-$22.8K	0.03%	230
2019 Q4	$570K	Sell	6,626 -311	-4%	-$25.1K	0.03%	225
2019 Q3	$504K	Sell	6,937 -510	-7%	-$35K	0.03%	230
2019 Q2	$472K	Hold	7,447	–	–	0.03%	226
2019 Q1	$558K	Hold	7,447	–	–	0.04%	223
2018 Q4	$548K	Sell	7,447 -99	-1%	-$7.58K	0.04%	228
2018 Q3	$503K	Buy	7,546 +99	+1%	+$6.79K	0.03%	230
2018 Q2	$510K	Buy	7,447 +333	+5%	+$21.8K	0.04%	227
2018 Q1	$414K	Sell	7,114 -1,249	-15%	-$70.7K	0.03%	240
2017 Q4	$472K	Hold	8,363	–	–	0.03%	240
2017 Q3	$392K	Hold	8,363	–	–	0.03%	249
2017 Q2	$368K	Hold	8,363	–	–	0.03%	244
2017 Q1	$352K	Buy	8,363 +621	+8%	+$24.5K	0.03%	244
2016 Q4	$293K	Buy	+7,742	New	+$264K	0.03%	253

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Azimuth Capital Management's LW Position: Q1 2022 in Review

Azimuth Capital Management held its Lamb Weston (LW) position steady in Q1 2022 at 5,516 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #279.

Azimuth Capital Management first reported a position in LW in Q4 2016 and has held it in 22 quarters since. The position peaked at $570K in Q4 2019. 526 funds tracked by Wall St. Rank hold LW as of Q1 2022.

Azimuth Capital Management held 5,516 shares of Lamb Weston worth $330K as of Q1 2022.
Azimuth Capital Management left its Lamb Weston share count unchanged in Q1 2022.
Lamb Weston made up 0.01% of Azimuth Capital Management's portfolio in Q1 2022, its #279 holding.
Azimuth Capital Management first reported a position in Lamb Weston in Q4 2016 and has held it in 22 quarters since.
Azimuth Capital Management's Lamb Weston position peaked at $570K in Q4 2019.
526 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.