First Personal Financial Services’s Lamb Weston LW Stock Holding History

First Personal Financial Services’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	-35	Closed	-$3.78K	–	393
2023 Q4	$3.78K	Hold	35	–	–	﹤0.01%	344
2023 Q3	$3.24K	Hold	35	–	–	﹤0.01%	352
2023 Q2	$4.02K	Hold	35	–	–	﹤0.01%	343
2023 Q1	$3.66K	Sell	35 -78	-69%	-$7.71K	﹤0.01%	369
2022 Q4	$10.1K	Sell	113 -43	-28%	-$3.66K	﹤0.01%	325
2022 Q3	$12K	Buy	+156	New	+$12.2K	﹤0.01%	325
2021 Q4	–	Sell	-433	Closed	-$27K	–	355
2021 Q3	$27K	Hold	433	–	–	0.01%	232
2021 Q2	$35K	Hold	433	–	–	0.01%	221
2021 Q1	$34K	Hold	433	–	–	0.01%	213
2020 Q4	$34K	Hold	433	–	–	0.01%	210
2020 Q3	$29K	Hold	433	–	–	0.01%	215
2020 Q2	$28K	Hold	433	–	–	0.01%	219
2020 Q1	$25K	Hold	433	–	–	0.01%	219
2019 Q4	$37K	Hold	433	–	–	0.01%	216
2019 Q3	$31K	Hold	433	–	–	0.01%	291
2019 Q2	$27K	Hold	433	–	–	0.01%	369
2019 Q1	$32K	Hold	433	–	–	0.01%	337
2018 Q4	$32K	Hold	433	–	–	0.01%	320
2018 Q3	$29K	Hold	433	–	–	0.01%	355
2018 Q2	$30K	Sell	433 -65	-13%	-$4.25K	0.01%	341
2018 Q1	$29K	Buy	498 +65	+15%	+$3.68K	0.01%	556
2017 Q4	$24K	Hold	433	–	–	﹤0.01%	619
2017 Q3	$20K	Hold	433	–	–	﹤0.01%	589
2017 Q2	$19K	Hold	433	–	–	﹤0.01%	595
2017 Q1	$18K	Buy	433 +368	+566%	+$14.5K	﹤0.01%	582
2016 Q4	$2K	Buy	+65	New	+$2.22K	﹤0.01%	886

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 $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

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

First Personal Financial Services's LW Position: Q1 2024 in Review

First Personal Financial Services sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 35 shares — an estimated $3.78K sold.

First Personal Financial Services first reported a position in LW in Q4 2016 and held it in 26 quarters. The position peaked at $37K in Q4 2019. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

First Personal Financial Services reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 35 Lamb Weston shares in Q1 2024, an estimated $3.78K.
First Personal Financial Services first reported a position in Lamb Weston in Q4 2016 and held it in 26 quarters.
First Personal Financial Services's Lamb Weston position peaked at $37K in Q4 2019.
790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.