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Crewe Advisors’s Lamb Weston LW Stock Holding History

Crewe 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
Q3 		– Sell
-334
Closed -$28.1K – 875
2024
Q2 		$28.1K Buy
334
+261
+358% +$22.3K ﹤0.01% 486
2024
Q1 		$7.78K Buy
+73
New +$7.6K ﹤0.01% 660
2023
Q3 		– Sell
-333
Closed -$38.3K – 781
2023
Q2 		$38.3K Hold
333
– – 0.01% 293
2023
Q1 		$34.8K Hold
333
– – 0.01% 353
2022
Q4 		$29.8K Sell
333
-53
-14% -$4.51K ﹤0.01% 362
2022
Q3 		$30K Buy
386
+2
+0.5% +$156 0.01% 391
2022
Q2 		$27K Buy
+384
New +$25.4K 0.01% 371

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