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Dakota Wealth Management’s Lamb Weston LW Stock Holding History

Dakota 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
-2,401
Closed -$202K – 752
2024
Q2 		$202K Hold
2,401
– – ﹤0.01% 670
2024
Q1 		$256K Buy
+2,401
New +$250K 0.01% 621

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
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

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

Dakota Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 2,401 shares — an estimated $202K sold.

Dakota Wealth Management first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $256K in Q1 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Dakota Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 2,401 Lamb Weston shares in Q3 2024, an estimated $202K.
  • Dakota Wealth Management first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
  • Dakota Wealth Management's Lamb Weston position peaked at $256K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.