FTDI
LW icon

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 $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return