EI
LW icon

Ellevest Inc’s Lamb Weston LW Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-85
Closed -$8.88K – 1079
2023
Q1 		$8.88K Sell
85
-1,751
-95% -$173K ﹤0.01% 1057
2022
Q4 		$164K Buy
1,836
+175
+11% +$14.9K 0.01% 336
2022
Q3 		$129K Buy
1,661
+849
+105% +$66.4K 0.01% 366
2022
Q2 		$58K Buy
812
+110
+16% +$7.27K 0.01% 529
2022
Q1 		$42K Sell
702
-534
-43% -$33.2K ﹤0.01% 579
2021
Q4 		$78K Buy
1,236
+1,002
+428% +$57.8K 0.01% 428
2021
Q3 		$14K Sell
234
-90
-28% -$6.09K ﹤0.01% 754
2021
Q2 		$26K Buy
324
+178
+122% +$14.3K ﹤0.01% 596
2021
Q1 		$11K Hold
146
– – ﹤0.01% 772
2020
Q4 		$11K Sell
146
-366
-71% -$26.6K ﹤0.01% 731
2020
Q3 		$34K Sell
512
-6
-1% -$384 0.01% 435
2020
Q2 		$33K Sell
518
-6
-1% -$362 0.01% 413
2020
Q1 		$30K Buy
524
+12
+2% +$986 0.01% 344
2019
Q4 		$44K Buy
+512
New +$41.2K 0.01% 217

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ellevest Inc's LW Position: Q2 2023 in Review

Ellevest Inc sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 85 shares — an estimated $8.88K sold.

Ellevest Inc first reported a position in LW in Q4 2019 and held it in 14 quarters. The position peaked at $164K in Q4 2022. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • Ellevest Inc reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 85 Lamb Weston shares in Q2 2023, an estimated $8.88K.
  • Ellevest Inc first reported a position in Lamb Weston in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Lamb Weston position peaked at $164K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.