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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Crewe Advisors's LW Position: Q3 2024 in Review

Crewe Advisors sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 334 shares — an estimated $28.1K sold.

Crewe Advisors first reported a position in LW in Q2 2022 and held it in 7 quarters. The position peaked at $38.3K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Crewe Advisors reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 334 Lamb Weston shares in Q3 2024, an estimated $28.1K.
Crewe Advisors first reported a position in Lamb Weston in Q2 2022 and held it in 7 quarters.
Crewe Advisors's Lamb Weston position peaked at $38.3K in Q2 2023.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.