Janiczek Wealth Management’s Lamb Weston LW Stock Holding History

Janiczek Wealth Management’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 Q2	$51.6K	Hold	613	–	–	0.01%	393
2024 Q1	$65.3K	Buy	613 +1	+0.2%	+$104	0.01%	370
2023 Q4	$66.2K	Buy	612 +4	+0.7%	+$385	0.02%	346
2023 Q3	$56.2K	Hold	608	–	–	0.01%	346
2023 Q2	$69.9K	Hold	608	–	–	0.02%	273
2023 Q1	$66.1K	Hold	608	–	–	0.02%	270
2022 Q4	$59K	Hold	608	–	–	0.02%	291
2022 Q3	$50K	Hold	608	–	–	0.02%	304
2022 Q2	$48K	Hold	608	–	–	0.01%	315
2022 Q1	$36K	Hold	608	–	–	0.01%	358
2021 Q4	$39K	Hold	608	–	–	0.01%	359
2021 Q3	$37K	Hold	608	–	–	0.01%	341
2021 Q2	$49K	Hold	608	–	–	0.02%	256
2021 Q1	$47K	Hold	608	–	–	0.02%	242
2020 Q4	$48K	Hold	608	–	–	0.02%	209
2020 Q3	$40K	Hold	608	–	–	0.02%	110
2020 Q2	$39K	Hold	608	–	–	0.02%	95
2020 Q1	$35K	Hold	608	–	–	0.02%	71
2019 Q4	$52K	Hold	608	–	–	0.02%	67
2019 Q3	$44K	Hold	608	–	–	0.02%	70
2019 Q2	$39K	Hold	608	–	–	0.02%	76
2019 Q1	$46K	Hold	608	–	–	0.02%	77
2018 Q4	$45K	Hold	608	–	–	0.02%	80
2018 Q3	$41K	Hold	608	–	–	0.02%	69
2018 Q2	$42K	Buy	+608	New	+$39.7K	0.02%	71

Other funds holding LW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Janiczek Wealth Management's LW Position: Q2 2024 in Review

Janiczek Wealth Management held its Lamb Weston (LW) position steady in Q2 2024 at 613 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #393.

Janiczek Wealth Management first reported a position in LW in Q2 2018 and has held it in 25 quarters since. The position peaked at $69.9K in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

Janiczek Wealth Management held 613 shares of Lamb Weston worth $51.6K as of Q2 2024.
Janiczek Wealth Management left its Lamb Weston share count unchanged in Q2 2024.
Lamb Weston made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #393 holding.
Janiczek Wealth Management first reported a position in Lamb Weston in Q2 2018 and has held it in 25 quarters since.
Janiczek Wealth Management's Lamb Weston position peaked at $69.9K in Q2 2023.
755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.