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FORA Capital’s Lamb Weston LW Stock Holding History

FORA Capital’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 		– Sell
-25,213
Closed -$2.12M – 515
2024
Q2 		$2.12M Sell
25,213
-636
-2% -$54.3K 0.26% 128
2024
Q1 		$2.75M Buy
+25,849
New +$2.69M 0.23% 128
2023
Q4 		– Sell
-7,327
Closed -$677K – 550
2023
Q3 		$677K Buy
+7,327
New +$743K 0.06% 297
2022
Q4 		– Sell
-20,386
Closed -$1.58M – 585
2022
Q3 		$1.58M Buy
+20,386
New +$1.59M 0.3% 98
2021
Q4 		– Sell
-3,745
Closed -$230K – 394
2021
Q3 		$230K Buy
+3,745
New +$254K 0.06% 318
2021
Q1 		– Sell
-4,653
Closed -$366K – 959
2020
Q4 		$366K Buy
+4,653
New +$339K 0.06% 355
2020
Q1 		– Sell
-19,231
Closed -$1.65M – 1205
2019
Q4 		$1.65M Buy
+19,231
New +$1.55M 0.17% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
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

FORA Capital's LW Position: Q3 2024 in Review

FORA Capital sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 25,213 shares — an estimated $2.12M sold.

FORA Capital first reported a position in LW in Q4 2019 and held it in 7 quarters. The position peaked at $2.75M in Q1 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • FORA Capital reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 25,213 Lamb Weston shares in Q3 2024, an estimated $2.12M.
  • FORA Capital first reported a position in Lamb Weston in Q4 2019 and held it in 7 quarters.
  • FORA Capital's Lamb Weston position peaked at $2.75M in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.