Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JIR
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
–
738
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
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
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close