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IBM Retirement Fund’s Lamb Weston LW Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-4,112
Closed -$252K – 644
2021
Q3 		$252K Hold
4,112
– – 0.02% 629
2021
Q2 		$332K Sell
4,112
-851
-17% -$68.2K 0.03% 554
2021
Q1 		$385K Sell
4,963
-412
-8% -$32.5K 0.03% 530
2020
Q4 		$423K Buy
5,375
+634
+13% +$46.2K 0.03% 504
2020
Q3 		$314K Buy
4,741
+1,331
+39% +$85.2K 0.03% 508
2020
Q2 		$218K Buy
+3,410
New +$206K 0.03% 501
2017
Q1 		– Sell
-11,483
Closed -$435K – 576
2016
Q4 		$435K Buy
+11,483
New +$391K 0.02% 627

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IBM Retirement Fund's LW Position: Q4 2021 in Review

IBM Retirement Fund sold out of Lamb Weston (LW) in Q4 2021, closing a stake of 4,112 shares — an estimated $252K sold.

IBM Retirement Fund first reported a position in LW in Q4 2016 and held it in 7 quarters. The position peaked at $435K in Q4 2016. 547 funds tracked by Wall St. Rank hold LW as of Q4 2021.

  • IBM Retirement Fund reported no remaining Lamb Weston position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 4,112 Lamb Weston shares in Q4 2021, an estimated $252K.
  • IBM Retirement Fund first reported a position in Lamb Weston in Q4 2016 and held it in 7 quarters.
  • IBM Retirement Fund's Lamb Weston position peaked at $435K in Q4 2016.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.