Estate Counselors’s Lamb Weston LW Stock Holding History

Estate Counselors’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 Q1	–	Sell	-13,265	Closed	-$1.43M	–	139
2023 Q4	$1.43M	Hold	13,265	–	–	0.18%	75
2023 Q3	$1.23M	Buy	13,265 +35	+0.3%	+$3.55K	0.16%	83
2023 Q2	$1.52M	Hold	13,230	–	–	0.19%	61
2023 Q1	$1.38M	Buy	+13,230	New	+$1.31M	0.18%	60

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Estate Counselors's LW Position: Q1 2024 in Review

Estate Counselors sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 13,265 shares — an estimated $1.43M sold.

Estate Counselors first reported a position in LW in Q1 2023 and held it in 4 quarters. The position peaked at $1.52M in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

Estate Counselors reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
Estate Counselors sold 13,265 Lamb Weston shares in Q1 2024, an estimated $1.43M.
Estate Counselors first reported a position in Lamb Weston in Q1 2023 and held it in 4 quarters.
Estate Counselors's Lamb Weston position peaked at $1.52M in Q2 2023.
790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.