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Baker Avenue Asset Management’s Lamb Weston LW Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-146
Closed -$13.5K – 1014
2023
Q3 		$13.5K Sell
146
-6,293
-98% -$638K ﹤0.01% 712
2023
Q2 		$740K Sell
6,439
-736
-10% -$82.1K 0.04% 212
2023
Q1 		$750K Buy
7,175
+5,758
+406% +$569K 0.04% 206
2022
Q4 		$127K Buy
+1,417
New +$121K 0.01% 375

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

Baker Avenue Asset Management's LW Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 146 shares — an estimated $13.5K sold.

Baker Avenue Asset Management first reported a position in LW in Q4 2022 and held it in 4 quarters. The position peaked at $750K in Q1 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 146 Lamb Weston shares in Q4 2023, an estimated $13.5K.
  • Baker Avenue Asset Management first reported a position in Lamb Weston in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Lamb Weston position peaked at $750K in Q1 2023.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.