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FDx Advisors’s Lamb Weston LW Stock Holding History

FDx 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
Q1 		– Sell
-2,417
Closed -$261K – 525
2023
Q4 		$261K Buy
+2,417
New +$233K 0.02% 568
2023
Q3 		– Sell
-3,215
Closed -$370K – 720
2023
Q2 		$370K Buy
3,215
+741
+30% +$82.7K 0.02% 535
2023
Q1 		$221K Hold
2,474
– – 0.01% 684
2022
Q4 		$221K Buy
+2,474
New +$210K 0.01% 684
2022
Q3 		– Sell
-4,586
Closed -$328K – 781
2022
Q2 		$328K Buy
4,586
+160
+4% +$10.6K 0.01% 595
2022
Q1 		$265K Buy
+4,426
New +$275K 0.01% 704
2021
Q3 		– Sell
-3,013
Closed -$243K – 836
2021
Q2 		$243K Sell
3,013
-3,762
-56% -$301K 0.01% 723
2021
Q1 		$525K Buy
6,775
+1,547
+30% +$122K 0.02% 457
2020
Q4 		$412K Buy
5,228
+428
+9% +$31.2K 0.02% 488
2020
Q3 		$318K Sell
4,800
-441
-8% -$28.2K 0.01% 476
2020
Q2 		$335K Buy
5,241
+729
+16% +$44K 0.02% 423
2020
Q1 		$258K Sell
4,512
-51
-1% -$4.19K 0.02% 417
2019
Q4 		$393K Buy
4,563
+401
+10% +$32.3K 0.02% 413
2019
Q3 		$303K Buy
4,162
+205
+5% +$14.1K 0.02% 475
2019
Q2 		$251K Buy
+3,957
New +$261K 0.01% 690
2018
Q4 		– Sell
-3,958
Closed -$264K – 707
2018
Q3 		$264K Sell
3,958
-237
-6% -$16.3K 0.01% 744
2018
Q2 		$287K Sell
4,195
-625
-13% -$40.9K 0.01% 735
2018
Q1 		$281K Buy
+4,820
New +$273K 0.01% 996

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

FDx Advisors's LW Position: Q1 2024 in Review

FDx Advisors sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 2,417 shares — an estimated $261K sold.

FDx Advisors first reported a position in LW in Q1 2018 and held it in 18 quarters. The position peaked at $525K in Q1 2021. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • FDx Advisors reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 2,417 Lamb Weston shares in Q1 2024, an estimated $261K.
  • FDx Advisors first reported a position in Lamb Weston in Q1 2018 and held it in 18 quarters.
  • FDx Advisors's Lamb Weston position peaked at $525K in Q1 2021.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.