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First Trust Direct Indexing’s Lamb Weston LW Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,594
Closed -$297K – 533
2024
Q3 		$297K Buy
4,594
+811
+21% +$53.5K 0.02% 739
2024
Q2 		$318K Buy
3,783
+742
+24% +$63.3K 0.02% 646
2024
Q1 		$324K Buy
3,041
+286
+10% +$29.8K 0.02% 590
2023
Q4 		$298K Sell
2,755
-174
-6% -$16.8K 0.03% 587
2023
Q3 		$271K Buy
2,929
+90
+3% +$9.13K 0.03% 549
2023
Q2 		$326K Sell
2,839
-183
-6% -$20.4K 0.04% 525
2023
Q1 		$316K Buy
3,022
+429
+17% +$42.4K 0.04% 527
2022
Q4 		$232K Buy
+2,593
New +$221K 0.03% 584
2021
Q1 		– Sell
-176
Closed -$14K – 727
2020
Q4 		$14K Buy
+176
New +$12.8K ﹤0.01% 892

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
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

First Trust Direct Indexing's LW Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 4,594 shares — an estimated $297K sold.

First Trust Direct Indexing first reported a position in LW in Q4 2020 and held it in 9 quarters. The position peaked at $326K in Q2 2023. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,594 Lamb Weston shares in Q4 2024, an estimated $297K.
  • First Trust Direct Indexing first reported a position in Lamb Weston in Q4 2020 and held it in 9 quarters.
  • First Trust Direct Indexing's Lamb Weston position peaked at $326K in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.