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Householder Group Estate & Retirement Specialist’s Lamb Weston LW Stock Holding History

Householder Group Estate & Retirement Specialist’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
-15
Closed -$1K – 1263
2024
Q2 		$1K Buy
+15
New +$1.28K ﹤0.01% 1141

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LW Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 15 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in LW in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 15 Lamb Weston shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Lamb Weston in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Lamb Weston position peaked at $1K in Q2 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.