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C2C Wealth Management’s Lamb Weston LW Stock Holding History

C2C 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 		– Sell
-2,604
Closed -$240K – 177
2023
Q3 		$240K Hold
2,604
– – 0.03% 211
2023
Q2 		$295K Hold
2,604
– – 0.04% 202
2023
Q1 		$282K Hold
2,604
– – 0.05% 198
2022
Q4 		$250K Hold
2,604
– – 0.04% 149
2022
Q3 		$205K Buy
+2,604
New +$204K 0.04% 159

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

C2C Wealth Management's LW Position: Q4 2023 in Review

C2C Wealth Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 2,604 shares — an estimated $240K sold.

C2C Wealth Management first reported a position in LW in Q3 2022 and held it in 5 quarters. The position peaked at $295K in Q2 2023. 770 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • C2C Wealth Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 2,604 Lamb Weston shares in Q4 2023, an estimated $240K.
  • C2C Wealth Management first reported a position in Lamb Weston in Q3 2022 and held it in 5 quarters.
  • C2C Wealth Management's Lamb Weston position peaked at $295K in Q2 2023.
  • 770 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.