Contravisory Investment Management’s Lamb Weston LW Stock Holding History

Contravisory Investment 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
2023 Q4	–	Sell	-7,722	Closed	-$714K	–	400
2023 Q3	$714K	Buy	7,722 +12	+0.2%	+$1.22K	0.2%	57
2023 Q2	$886K	Buy	7,710 +1,518	+25%	+$169K	0.23%	48
2023 Q1	$647K	Buy	6,192 +44	+0.7%	+$4.35K	0.18%	64
2022 Q4	$549K	Buy	6,148 +4	+0.1%	+$340	0.15%	78
2022 Q3	$475K	Hold	6,144	–	–	0.16%	73
2022 Q2	$439K	Buy	+6,144	New	+$406K	0.14%	83
2019 Q3	–	Sell	-4,960	Closed	-$314K	–	295
2019 Q2	$314K	Buy	4,960 +92	+2%	+$6.07K	0.12%	116
2019 Q1	$365K	Buy	+4,868	New	+$345K	0.14%	90
2017 Q1	–	Sell	-247	Closed	-$9K	–	321
2016 Q4	$9K	Buy	+247	New	+$8.42K	﹤0.01%	204

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Contravisory Investment Management's LW Position: Q4 2023 in Review

Contravisory Investment Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 7,722 shares — an estimated $714K sold.

Contravisory Investment Management first reported a position in LW in Q4 2016 and held it in 9 quarters. The position peaked at $886K in Q2 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Contravisory Investment Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
Contravisory Investment Management sold 7,722 Lamb Weston shares in Q4 2023, an estimated $714K.
Contravisory Investment Management first reported a position in Lamb Weston in Q4 2016 and held it in 9 quarters.
Contravisory Investment Management's Lamb Weston position peaked at $886K in Q2 2023.
769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.