CP
LW icon

Castleview Partners’s Lamb Weston LW Stock Holding History

Castleview 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
2024
Q4 		– Sell
-167
Closed -$10.8K – 603
2024
Q3 		$10.8K Buy
167
+50
+43% +$3.3K 0.01% 535
2024
Q2 		$9.84K Buy
117
+66
+129% +$5.63K 0.01% 528
2024
Q1 		$5.43K Buy
51
+22
+76% +$2.29K ﹤0.01% 622
2023
Q4 		$3.13K Buy
+29
New +$2.79K ﹤0.01% 645

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Castleview Partners's LW Position: Q4 2024 in Review

Castleview Partners sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 167 shares — an estimated $10.8K sold.

Castleview Partners first reported a position in LW in Q4 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2024. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Castleview Partners reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 167 Lamb Weston shares in Q4 2024, an estimated $10.8K.
  • Castleview Partners first reported a position in Lamb Weston in Q4 2023 and held it in 4 quarters.
  • Castleview Partners's Lamb Weston position peaked at $10.8K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.