Carmichael Hill & Associates’s Lamb Weston LW Stock Holding History

Carmichael Hill & Associates’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 Q3	$60.4K	Hold	933	–	–	0.02%	338
2024 Q2	$78.4K	Hold	933	–	–	0.03%	273
2024 Q1	$99.4K	Hold	933	–	–	0.04%	250
2023 Q4	$101K	Hold	933	–	–	0.04%	249
2023 Q3	$86.3K	Hold	933	–	–	0.04%	252
2023 Q2	$107K	Buy	+933	New	+$104K	0.05%	238
2022 Q2	–	Sell	-333	Closed	-$20K	–	849
2022 Q1	$20K	Buy	+333	New	+$20.7K	0.01%	499
2020 Q3	–	Sell	-133	Closed	-$9K	–	728
2020 Q2	$9K	Hold	133	–	–	0.01%	506
2020 Q1	$8K	Hold	133	–	–	0.01%	489
2019 Q4	$11K	Buy	+133	New	+$10.7K	0.01%	475

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

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

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Carmichael Hill & Associates's LW Position: Q3 2024 in Review

Carmichael Hill & Associates held its Lamb Weston (LW) position steady in Q3 2024 at 933 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #338.

Carmichael Hill & Associates first reported a position in LW in Q4 2019 and has held it in 10 quarters since. The position peaked at $107K in Q2 2023. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Carmichael Hill & Associates held 933 shares of Lamb Weston worth $60.4K as of Q3 2024.
Carmichael Hill & Associates left its Lamb Weston share count unchanged in Q3 2024.
Lamb Weston made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #338 holding.
Carmichael Hill & Associates first reported a position in Lamb Weston in Q4 2019 and has held it in 10 quarters since.
Carmichael Hill & Associates's Lamb Weston position peaked at $107K in Q2 2023.
685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.