EW
LW icon

Evoke Wealth’s Lamb Weston LW Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-18
Closed -$1K – 809
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1123
2022
Q2 		$1K Hold
18
– – ﹤0.01% 1119
2022
Q1 		$1K Hold
18
– – ﹤0.01% 1118
2021
Q4 		$1K Hold
18
– – ﹤0.01% 1135
2021
Q3 		$1K Hold
18
– – ﹤0.01% 1088
2021
Q2 		$1K Sell
18
-19
-51% -$1.52K ﹤0.01% 1127
2021
Q1 		$3K Buy
37
+19
+106% +$1.5K ﹤0.01% 960
2020
Q4 		$1K Hold
18
– – ﹤0.01% 976
2020
Q3 		$1K Sell
18
-13
-42% -$833 ﹤0.01% 948
2020
Q2 		$2K Buy
31
+3
+11% +$181 ﹤0.01% 873
2020
Q1 		$1.61K Sell
28
-49
-64% -$4.03K ﹤0.01% 840
2019
Q4 		$6.63K Buy
77
+3
+4% +$242 ﹤0.01% 852
2019
Q3 		$5.39K Buy
+74
New +$5.08K ﹤0.01% 989

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evoke Wealth's LW Position: Q4 2022 in Review

Evoke Wealth sold out of Lamb Weston (LW) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

Evoke Wealth first reported a position in LW in Q3 2019 and held it in 13 quarters. The position peaked at $6.63K in Q4 2019. 687 funds tracked by Wall St. Rank hold LW as of Q4 2022.

  • Evoke Wealth reported no remaining Lamb Weston position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 18 Lamb Weston shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Lamb Weston in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Lamb Weston position peaked at $6.63K in Q4 2019.
  • 687 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.