FinTrust Capital Advisors’s Lamb Weston LW Stock Holding History

FinTrust Capital 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 Q3	$44.9K	Buy	694 +89	+15%	+$5.88K	0.01%	600
2024 Q2	$50.9K	Buy	605 +23	+4%	+$1.96K	0.01%	532
2024 Q1	$62K	Hold	582	–	–	0.01%	466
2023 Q4	$62.9K	Hold	582	–	–	0.01%	440
2023 Q3	$53.8K	Buy	582 +114	+24%	+$11.6K	0.01%	441
2023 Q2	$41.8K	Sell	468 -2,000	-81%	-$223K	0.01%	479
2023 Q1	$251K	Hold	2,468	–	–	0.06%	229
2022 Q4	$221K	Buy	2,468 +2,000	+427%	+$170K	0.05%	251
2022 Q3	$40K	Hold	468	–	–	0.01%	552
2022 Q2	$35K	Hold	468	–	–	0.01%	595
2022 Q1	$28K	Buy	468 +6	+1%	+$373	0.01%	674
2021 Q4	$29K	Hold	462	–	–	0.01%	649
2021 Q3	$28K	Hold	462	–	–	0.01%	655
2021 Q2	$37K	Hold	462	–	–	0.01%	605
2021 Q1	$36K	Hold	462	–	–	0.01%	588
2020 Q4	$36K	Hold	462	–	–	0.01%	546
2020 Q3	$31K	Hold	462	–	–	0.01%	568
2020 Q2	$30K	Hold	462	–	–	0.01%	571
2020 Q1	$26K	Hold	462	–	–	0.01%	573
2019 Q4	$40K	Hold	462	–	–	0.02%	482
2019 Q3	$34K	Hold	462	–	–	0.01%	532
2019 Q2	$29K	Hold	462	–	–	0.01%	525
2019 Q1	$35K	Hold	462	–	–	0.01%	459
2018 Q4	$34K	Buy	+462	New	+$35.4K	0.02%	463

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

FinTrust Capital Advisors's LW Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Lamb Weston (LW) stake by 15% in Q3 2024, buying an estimated $5.88K and bringing the position to 694 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #600.

FinTrust Capital Advisors first reported a position in LW in Q4 2018 and has held it in 24 quarters since. The position peaked at $251K in Q1 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

FinTrust Capital Advisors held 694 shares of Lamb Weston worth $44.9K as of Q3 2024.
FinTrust Capital Advisors bought 89 Lamb Weston shares in Q3 2024, an estimated $5.88K.
Lamb Weston made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #600 holding.
FinTrust Capital Advisors first reported a position in Lamb Weston in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Lamb Weston position peaked at $251K in Q1 2023.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.