JIP
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JBJ Investment Partners’s Lamb Weston LW Stock Holding History

JBJ Investment Partners’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 		$733K Sell
11,572
-106
-0.9% -$6.12K 0.15% 33
2021
Q3 		$717K Buy
+11,678
New +$791K 0.15% 39

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

JBJ Investment Partners's LW Position: Q4 2021 in Review

JBJ Investment Partners reduced its Lamb Weston (LW) stake by 0.91% in Q4 2021, selling an estimated $6.12K and leaving 11,572 shares worth $733K. The position accounts for 0.15% of the portfolio, ranked #33.

JBJ Investment Partners first reported a position in LW in Q3 2021 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold LW as of Q4 2021.

  • JBJ Investment Partners held 11,572 shares of Lamb Weston worth $733K as of Q4 2021.
  • JBJ Investment Partners sold 106 Lamb Weston shares in Q4 2021, an estimated $6.12K.
  • Lamb Weston made up 0.15% of JBJ Investment Partners's portfolio in Q4 2021, its #33 holding.
  • JBJ Investment Partners first reported a position in Lamb Weston in Q3 2021 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.