BCM
LW icon

Bourgeon Capital Management’s Lamb Weston LW Stock Holding History

Bourgeon 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
2023
Q1 		– Sell
-4
Closed -$357 – 355
2022
Q4 		$357 Hold
4
– – ﹤0.01% 349
2022
Q3 		$0 Buy
+4
New +$313 ﹤0.01% 413

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bourgeon Capital Management's LW Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Lamb Weston (LW) in Q1 2023, closing a stake of 4 shares — an estimated $357 sold.

Bourgeon Capital Management first reported a position in LW in Q3 2022 and held it in 2 quarters. The position peaked at $357 in Q4 2022. 741 funds tracked by Wall St. Rank hold LW as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Lamb Weston position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 4 Lamb Weston shares in Q1 2023, an estimated $357.
  • Bourgeon Capital Management first reported a position in Lamb Weston in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Lamb Weston position peaked at $357 in Q4 2022.
  • 741 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.