Baystate Wealth Management’s Lamb Weston LW Stock Holding History

Baystate 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 Q4	$135	Hold	1	–	–	﹤0.01%	1282
2023 Q3	$115	Hold	1	–	–	﹤0.01%	999
2023 Q2	$142	Hold	1	–	–	﹤0.01%	1021
2023 Q1	$129	Hold	1	–	–	﹤0.01%	1012
2022 Q4	$0	Sell	1 -20	-95%	-$1.7K	﹤0.01%	965
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	756
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	768
2022 Q1	$1K	Sell	21 -5	-19%	-$311	﹤0.01%	836
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	767
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	687
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	661
2021 Q1	$2K	Buy	26 +6	+30%	+$473	﹤0.01%	600
2020 Q4	$2K	Sell	20 -1	-5%	-$73	﹤0.01%	572
2020 Q3	$1K	Buy	21 +1	+5%	+$64	﹤0.01%	594
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	610
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	558
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	530
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	537
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	581
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	593
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	600
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	610
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	624
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	591
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	586
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	568
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	593
2017 Q1	$1K	Buy	+20	New	+$789	﹤0.01%	559

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Baystate Wealth Management's LW Position: Q4 2023 in Review

Baystate Wealth Management held its Lamb Weston (LW) position steady in Q4 2023 at 1 share worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Baystate Wealth Management first reported a position in LW in Q1 2017 and has held it in 28 quarters since. The position peaked at $2K in Q3 2022. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Baystate Wealth Management held 1 share of Lamb Weston worth $135 as of Q4 2023.
Baystate Wealth Management left its Lamb Weston share count unchanged in Q4 2023.
Lamb Weston made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1282 holding.
Baystate Wealth Management first reported a position in Lamb Weston in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Lamb Weston position peaked at $2K in Q3 2022.
769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.