Echo Street Capital Management’s Lamb Weston LW Stock Holding History

Echo Street Capital 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	-5,701	Closed	-$527K	–	250
2023 Q3	$527K	Buy	+5,701	New	+$578K	﹤0.01%	249
2023 Q2	–	Sell	-7,094	Closed	-$741K	–	542
2023 Q1	$741K	Buy	+7,094	New	+$702K	0.01%	171
2022 Q3	–	Sell	-4,865	Closed	-$348K	–	635
2022 Q2	$348K	Sell	4,865 -2,462	-34%	-$163K	﹤0.01%	397
2022 Q1	$439K	Buy	+7,327	New	+$455K	﹤0.01%	435
2021 Q4	–	Sell	-6,284	Closed	-$386K	–	699
2021 Q3	$386K	Buy	6,284 +2,202	+54%	+$149K	﹤0.01%	481
2021 Q2	$329K	Buy	4,082 +316	+8%	+$25.3K	﹤0.01%	469
2021 Q1	$292K	Buy	3,766 +1,042	+38%	+$82.2K	﹤0.01%	422
2020 Q4	$214K	Buy	+2,724	New	+$198K	﹤0.01%	350

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Echo Street Capital Management's LW Position: Q4 2023 in Review

Echo Street Capital Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 5,701 shares — an estimated $527K sold.

Echo Street Capital Management first reported a position in LW in Q4 2020 and held it in 8 quarters. The position peaked at $741K in Q1 2023. 770 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Echo Street Capital Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,701 Lamb Weston shares in Q4 2023, an estimated $527K.
Echo Street Capital Management first reported a position in Lamb Weston in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Lamb Weston position peaked at $741K in Q1 2023.
770 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.