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James Investment Research’s Lamb Weston LW Stock Holding History

James Investment Research’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
-8,344
Closed -$702K – 339
2024
Q2 		$702K Sell
8,344
-108
-1% -$9.21K 0.08% 183
2024
Q1 		$900K Buy
8,452
+5,592
+196% +$582K 0.11% 160
2023
Q4 		$309K Buy
+2,860
New +$275K 0.04% 250
2019
Q2 		– Sell
-37
Closed -$3K – 737
2019
Q1 		$3K Sell
37
-1,403
-97% -$99.3K ﹤0.01% 792
2018
Q4 		$106K Hold
1,440
– – 0.01% 579
2018
Q3 		$96K Hold
1,440
– – ﹤0.01% 623
2018
Q2 		$99K Hold
1,440
– – ﹤0.01% 625
2018
Q1 		$84K Buy
+1,440
New +$81.5K ﹤0.01% 617

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

James Investment Research's LW Position: Q3 2024 in Review

James Investment Research sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 8,344 shares — an estimated $702K sold.

James Investment Research first reported a position in LW in Q1 2018 and held it in 8 quarters. The position peaked at $900K in Q1 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • James Investment Research reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • James Investment Research sold 8,344 Lamb Weston shares in Q3 2024, an estimated $702K.
  • James Investment Research first reported a position in Lamb Weston in Q1 2018 and held it in 8 quarters.
  • James Investment Research's Lamb Weston position peaked at $900K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on James Investment Research's 13F filing for Q3 2024, filed 29 Oct 2024.