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Golden State Equity Partners’s Lamb Weston LW Stock Holding History

Golden State Equity Partners’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
-150
Closed -$9.71K – 682
2024
Q3 		$9.71K Buy
+150
New +$9.9K 0.01% 581
2023
Q4 		– Sell
-7,710
Closed -$713K – 375
2023
Q3 		$713K Buy
+7,710
New +$782K 0.2% 124

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

Golden State Equity Partners's LW Position: Q4 2024 in Review

Golden State Equity Partners sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 150 shares — an estimated $9.71K sold.

Golden State Equity Partners first reported a position in LW in Q3 2023 and held it in 2 quarters. The position peaked at $713K in Q3 2023. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Golden State Equity Partners reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 150 Lamb Weston shares in Q4 2024, an estimated $9.71K.
  • Golden State Equity Partners first reported a position in Lamb Weston in Q3 2023 and held it in 2 quarters.
  • Golden State Equity Partners's Lamb Weston position peaked at $713K in Q3 2023.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.