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Capital Performance Advisors’s Lamb Weston LW Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-120
Closed -$7.77K – 1590
2024
Q3 		$7.77K Buy
+120
New +$7.92K ﹤0.01% 939

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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Capital Performance Advisors's LW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 120 shares — an estimated $7.77K sold.

Capital Performance Advisors first reported a position in LW in Q3 2024 and held it in 1 quarter. The position peaked at $7.77K in Q3 2024. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 120 Lamb Weston shares in Q4 2024, an estimated $7.77K.
  • Capital Performance Advisors first reported a position in Lamb Weston in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Lamb Weston position peaked at $7.77K in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.