Cedar Wealth Management’s Lamb Weston LW Stock Holding History

Cedar Wealth Management’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	-4,248	Closed	-$275K	–	218
2024 Q3	$275K	Sell	4,248 -720	-14%	-$47.5K	0.09%	89
2024 Q2	$418K	Buy	+4,968	New	+$424K	0.14%	81
2020 Q2	–	Sell	-210	Closed	-$12K	–	230
2020 Q1	$12K	Buy	+210	New	+$17.3K	0.01%	180

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

JPM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Cedar Wealth Management's LW Position: Q4 2024 in Review

Cedar Wealth Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 4,248 shares — an estimated $275K sold.

Cedar Wealth Management first reported a position in LW in Q1 2020 and held it in 3 quarters. The position peaked at $418K in Q2 2024. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Cedar Wealth Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 4,248 Lamb Weston shares in Q4 2024, an estimated $275K.
Cedar Wealth Management first reported a position in Lamb Weston in Q1 2020 and held it in 3 quarters.
Cedar Wealth Management's Lamb Weston position peaked at $418K in Q2 2024.
701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.