Carmel Capital Partners’s Lamb Weston LW Stock Holding History

Carmel Capital Partners’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	-120	Closed	-$11.1K	–	460
2023 Q3	$11.1K	Buy	+120	New	+$12.2K	0.01%	436

Other funds holding LW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carmel Capital Partners's LW Position: Q4 2023 in Review

Carmel Capital Partners sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 120 shares — an estimated $11.1K sold.

Carmel Capital Partners first reported a position in LW in Q3 2023 and held it in 1 quarter. The position peaked at $11.1K in Q3 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Carmel Capital Partners reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 120 Lamb Weston shares in Q4 2023, an estimated $11.1K.
Carmel Capital Partners first reported a position in Lamb Weston in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Lamb Weston position peaked at $11.1K in Q3 2023.
769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.