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Cavalier Investments’s Lamb Weston LW Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-30,681
Closed -$3.27M – 81
2024
Q1 		$3.27M Buy
30,681
+1,690
+6% +$176K 1.19% 22
2023
Q4 		$3.13M Buy
28,991
+697
+2% +$67.1K 1.15% 26
2023
Q3 		$2.62M Buy
28,294
+1,013
+4% +$103K 1.02% 28
2023
Q2 		$3.14M Buy
+27,281
New +$3.04M 1.14% 25
2019
Q2 		– Sell
-5,300
Closed -$397K – 132
2019
Q1 		$397K Hold
5,300
– – 0.16% 104
2018
Q4 		$390K Buy
+5,300
New +$406K 0.13% 125

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Cavalier Investments's LW Position: Q2 2024 in Review

Cavalier Investments sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 30,681 shares — an estimated $3.27M sold.

Cavalier Investments first reported a position in LW in Q4 2018 and held it in 6 quarters. The position peaked at $3.27M in Q1 2024. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Cavalier Investments reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Cavalier Investments sold 30,681 Lamb Weston shares in Q2 2024, an estimated $3.27M.
  • Cavalier Investments first reported a position in Lamb Weston in Q4 2018 and held it in 6 quarters.
  • Cavalier Investments's Lamb Weston position peaked at $3.27M in Q1 2024.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Cavalier Investments's 13F filing for Q2 2024, filed 2 Aug 2024.