Elite Wealth Management’s Lamb Weston LW Stock Holding History

Elite 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 Q4	–	Sell	-20,592	Closed	-$1.33M	–	38
2024 Q3	$1.33M	Sell	20,592 -10,200	-33%	-$674K	0.18%	24
2024 Q2	$2.59M	Hold	30,792	–	–	0.09%	21
2024 Q1	$3.28M	Hold	30,792	–	–	0.12%	23
2023 Q4	$3.33M	Hold	30,792	–	–	0.21%	18
2023 Q3	$2.85M	Hold	30,792	–	–	0.21%	19
2023 Q2	$3.54M	Hold	30,792	–	–	0.27%	17
2023 Q1	$3.22M	Hold	30,792	–	–	0.2%	12
2022 Q4	$2.75M	Hold	30,792	–	–	0.25%	13
2022 Q3	$2.38M	Hold	30,792	–	–	0.2%	11
2022 Q2	$2.2M	Hold	30,792	–	–	0.33%	14
2022 Q1	$1.84M	Hold	30,792	–	–	0.3%	20
2021 Q4	$1.95M	Hold	30,792	–	–	0.28%	21
2021 Q3	$1.89M	Hold	30,792	–	–	0.36%	22
2021 Q2	$2.48M	Hold	30,792	–	–	0.23%	19
2021 Q1	$2.39M	Hold	30,792	–	–	0.31%	16
2020 Q4	$2.42M	Hold	30,792	–	–	0.31%	13
2020 Q3	$2.04M	Hold	30,792	–	–	0.28%	13
2020 Q2	$1.97M	Hold	30,792	–	–	0.58%	15
2020 Q1	$1.76M	Hold	30,792	–	–	1.37%	15
2019 Q4	$2.65M	Hold	30,792	–	–	1.48%	10
2019 Q3	$2.24M	Hold	30,792	–	–	3.09%	8
2019 Q2	$1.95M	Hold	30,792	–	–	2.63%	9
2019 Q1	$2.31M	Hold	30,792	–	–	4.27%	7
2018 Q4	$2.27M	Hold	30,792	–	–	2.21%	9
2018 Q3	$2.05M	Hold	30,792	–	–	0.44%	18
2018 Q2	$2.11M	Hold	30,792	–	–	0.75%	16
2018 Q1	$1.79M	Hold	30,792	–	–	1.47%	19
2017 Q4	$1.74M	Buy	+30,792	New	+$1.62M	1.46%	18

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

JPM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

CCP

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

Elite Wealth Management's LW Position: Q4 2024 in Review

Elite Wealth Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 20,592 shares — an estimated $1.33M sold.

Elite Wealth Management first reported a position in LW in Q4 2017 and held it in 28 quarters. The position peaked at $3.54M in Q2 2023. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Elite Wealth Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
Elite Wealth Management sold 20,592 Lamb Weston shares in Q4 2024, an estimated $1.33M.
Elite Wealth Management first reported a position in Lamb Weston in Q4 2017 and held it in 28 quarters.
Elite Wealth Management's Lamb Weston position peaked at $3.54M in Q2 2023.
703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Elite Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.