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Chicago Wealth Management’s Lamb Weston LW Stock Holding History

Chicago 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
Q3 		– Sell
-2,473
Closed -$208K – 51
2024
Q2 		$208K Hold
2,473
– – 0.12% 48
2024
Q1 		$263K Hold
2,473
– – 0.16% 43
2023
Q4 		$267K Hold
2,473
– – 0.18% 39
2023
Q3 		$229K Hold
2,473
– – 0.18% 38
2023
Q2 		$284K Hold
2,473
– – 0.22% 34
2023
Q1 		$258K Hold
2,473
– – 0.21% 38
2022
Q4 		$221K Buy
+2,473
New +$210K 0.19% 38
2021
Q3 		– Sell
-2,506
Closed -$202K – 44
2021
Q2 		$202K Buy
+2,506
New +$201K 0.15% 43
2020
Q1 		– Sell
-2,473
Closed -$213K – 22
2019
Q4 		$213K Buy
+2,473
New +$199K 0.2% 30

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
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

Chicago Wealth Management's LW Position: Q3 2024 in Review

Chicago Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 2,473 shares — an estimated $208K sold.

Chicago Wealth Management first reported a position in LW in Q4 2019 and held it in 9 quarters. The position peaked at $284K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Chicago Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Chicago Wealth Management sold 2,473 Lamb Weston shares in Q3 2024, an estimated $208K.
  • Chicago Wealth Management first reported a position in Lamb Weston in Q4 2019 and held it in 9 quarters.
  • Chicago Wealth Management's Lamb Weston position peaked at $284K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Chicago Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.