BCWM
LW icon

Bartlett & Co Wealth Management’s Lamb Weston LW Stock Holding History

Bartlett & Co 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
2024
Q3 		– Sell
-1,555
Closed -$131K – 1148
2024
Q2 		$131K Sell
1,555
-73
-4% -$6.23K ﹤0.01% 499
2024
Q1 		$173K Hold
1,628
– – ﹤0.01% 472
2023
Q4 		$176K Sell
1,628
-40
-2% -$3.85K ﹤0.01% 486
2023
Q3 		$154K Sell
1,668
-306
-16% -$31K ﹤0.01% 481
2023
Q2 		$227K Buy
+1,974
New +$220K ﹤0.01% 436
2022
Q3 		– Sell
-414
Closed -$29.6K – 1240
2022
Q2 		$29.6K Buy
+414
New +$27.3K ﹤0.01% 664

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Bartlett & Co Wealth Management's LW Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 1,555 shares — an estimated $131K sold.

Bartlett & Co Wealth Management first reported a position in LW in Q2 2022 and held it in 6 quarters. The position peaked at $227K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,555 Lamb Weston shares in Q3 2024, an estimated $131K.
  • Bartlett & Co Wealth Management first reported a position in Lamb Weston in Q2 2022 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's Lamb Weston position peaked at $227K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.