HBK Sorce Advisory’s Lamb Weston LW Stock Holding History

HBK Sorce Advisory’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
2023 Q1	–	Sell	-2,684	Closed	-$240K	–	745
2022 Q4	$240K	Buy	+2,684	New	+$228K	0.01%	611

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Sorce Advisory's LW Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Lamb Weston (LW) in Q1 2023, closing a stake of 2,684 shares — an estimated $240K sold.

HBK Sorce Advisory first reported a position in LW in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 741 funds tracked by Wall St. Rank hold LW as of Q1 2023.

HBK Sorce Advisory reported no remaining Lamb Weston position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 2,684 Lamb Weston shares in Q1 2023, an estimated $240K.
HBK Sorce Advisory first reported a position in Lamb Weston in Q4 2022 and held it in 1 quarter.
HBK Sorce Advisory's Lamb Weston position peaked at $240K in Q4 2022.
741 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.