Claris Advisors’s Lamb Weston LW Stock Holding History

Claris Advisors’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	-6	Closed	-$388	–	689
2024 Q3	$388	Buy	+6	New	+$396	﹤0.01%	749

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

Claris Advisors's LW Position: Q4 2024 in Review

Claris Advisors sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 6 shares — an estimated $388 sold.

Claris Advisors first reported a position in LW in Q3 2024 and held it in 1 quarter. The position peaked at $388 in Q3 2024. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Claris Advisors reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Lamb Weston shares in Q4 2024, an estimated $388.
Claris Advisors first reported a position in Lamb Weston in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lamb Weston position peaked at $388 in Q3 2024.
701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.