Eagle Ridge Investment Management’s Lamb Weston LW Stock Holding History

Eagle Ridge 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
2024 Q4	$200K	Buy	+3,000	New	+$224K	0.02%	147
2024 Q3	–	Sell	-3,000	Closed	-$252K	–	147
2024 Q2	$252K	Hold	3,000	–	–	0.02%	129
2024 Q1	$320K	Hold	3,000	–	–	0.03%	123
2023 Q4	$324K	Hold	3,000	–	–	0.03%	120
2023 Q3	$277K	Hold	3,000	–	–	0.03%	129
2023 Q2	$345K	Hold	3,000	–	–	0.04%	121
2023 Q1	$314K	Hold	3,000	–	–	0.04%	123
2022 Q4	$268K	Hold	3,000	–	–	0.03%	135
2022 Q3	$232K	Hold	3,000	–	–	0.03%	135
2022 Q2	$214K	Buy	+3,000	New	+$198K	0.03%	145
2021 Q3	–	Sell	-3,100	Closed	-$250K	–	149
2021 Q2	$250K	Hold	3,100	–	–	0.03%	126
2021 Q1	$240K	Hold	3,100	–	–	0.03%	128
2020 Q4	$244K	Hold	3,100	–	–	0.03%	126
2020 Q3	$205K	Buy	+3,100	New	+$199K	0.03%	139
2020 Q1	–	Sell	-3,000	Closed	-$258K	–	141
2019 Q4	$258K	Hold	3,000	–	–	0.03%	134
2019 Q3	$218K	Buy	+3,000	New	+$206K	0.03%	142
2019 Q2	–	Sell	-3,000	Closed	-$225K	–	161
2019 Q1	$225K	Hold	3,000	–	–	0.03%	147
2018 Q4	$221K	Hold	3,000	–	–	0.04%	144
2018 Q3	$200K	Hold	3,000	–	–	0.03%	170
2018 Q2	$206K	Buy	+3,000	New	+$196K	0.03%	163

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

Eagle Ridge Investment Management's LW Position: Q4 2024 in Review

Eagle Ridge Investment Management opened a new position in Lamb Weston (LW) in Q4 2024: 3,000 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #147 among its holdings. This is a return to the name: Eagle Ridge Investment Management previously reported a position in LW as recently as Q2 2024.

Eagle Ridge Investment Management first reported a position in LW in Q2 2018 and has held it in 20 quarters since. The position peaked at $345K in Q2 2023. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Eagle Ridge Investment Management held 3,000 shares of Lamb Weston worth $200K as of Q4 2024.
Lamb Weston was a new Eagle Ridge Investment Management position in Q4 2024.
Lamb Weston made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #147 holding.
Eagle Ridge Investment Management first reported a position in Lamb Weston in Q2 2018 and has held it in 20 quarters since.
Eagle Ridge Investment Management's Lamb Weston position peaked at $345K in Q2 2023.
701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.