FP
LW icon

Financial Perspectives’s Lamb Weston LW Stock Holding History

Financial Perspectives’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
-79
Closed -$8.53K – 687
2023
Q4 		$8.53K Hold
79
– – ﹤0.01% 491
2023
Q3 		$7.27K Sell
79
-259
-77% -$26.3K ﹤0.01% 488
2023
Q2 		$38.9K Buy
338
+1
+0.3% +$112 0.02% 284
2023
Q1 		$35.2K Buy
337
+1
+0.3% +$99 0.02% 296
2022
Q4 		$30K Buy
336
+1
+0.3% +$85 0.02% 315
2022
Q3 		$25.9K Buy
335
+1
+0.3% +$78 0.01% 314
2022
Q2 		$23.9K Buy
334
+1
+0.3% +$66 0.01% 326
2022
Q1 		$19.9K Hold
333
– – 0.01% 375
2021
Q4 		$21.1K Hold
333
– – 0.01% 352
2021
Q3 		$20.4K Hold
333
– – 0.01% 351
2021
Q2 		$26.9K Sell
333
-25,468
-99% -$2.04M 0.01% 345
2021
Q1 		$333K Buy
25,801
+25,468
+7,648% +$2.01M 0.02% 340
2020
Q4 		$26.2K Hold
333
– – 0.01% 302
2020
Q3 		$22.1K Hold
333
– – 0.01% 279
2020
Q2 		$21.3K Hold
333
– – 0.02% 266
2020
Q1 		$19K Hold
333
– – 0.02% 249
2019
Q4 		$28.6K Buy
+333
New +$26.8K 0.02% 222

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Financial Perspectives's LW Position: Q1 2024 in Review

Financial Perspectives sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 79 shares — an estimated $8.53K sold.

Financial Perspectives first reported a position in LW in Q4 2019 and held it in 17 quarters. The position peaked at $333K in Q1 2021. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • Financial Perspectives reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
  • Financial Perspectives sold 79 Lamb Weston shares in Q1 2024, an estimated $8.53K.
  • Financial Perspectives first reported a position in Lamb Weston in Q4 2019 and held it in 17 quarters.
  • Financial Perspectives's Lamb Weston position peaked at $333K in Q1 2021.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.