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Epic Trust Investment Advisors’s Lamb Weston LW Stock Holding History

Epic Trust Investment Advisors’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
Q2 		$215K Hold
2,554
– – 0.24% 107
2024
Q1 		$272K Hold
2,554
– – 0.34% 83
2023
Q4 		$276K Hold
2,554
– – 0.37% 76
2023
Q3 		$236K Hold
2,554
– – 0.37% 78
2023
Q2 		$294K Hold
2,554
– – 0.42% 62
2023
Q1 		$267K Hold
2,554
– – 0.33% 86
2022
Q4 		$228K Buy
+2,554
New +$217K 0.34% 86
2022
Q1 		– Sell
-3,554
Closed -$225K – 90
2021
Q4 		$225K Buy
+3,554
New +$205K 0.33% 68

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Epic Trust Investment Advisors's LW Position: Q2 2024 in Review

Epic Trust Investment Advisors held its Lamb Weston (LW) position steady in Q2 2024 at 2,554 shares worth $215K. The position accounts for 0.24% of the portfolio, ranked #107.

Epic Trust Investment Advisors first reported a position in LW in Q4 2021 and has held it in 8 quarters since. The position peaked at $294K in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Epic Trust Investment Advisors held 2,554 shares of Lamb Weston worth $215K as of Q2 2024.
  • Epic Trust Investment Advisors left its Lamb Weston share count unchanged in Q2 2024.
  • Lamb Weston made up 0.24% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #107 holding.
  • Epic Trust Investment Advisors first reported a position in Lamb Weston in Q4 2021 and has held it in 8 quarters since.
  • Epic Trust Investment Advisors's Lamb Weston position peaked at $294K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.