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JP Morgan Private Wealth Advisors’s Lamb Weston LW Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$411K Sell
4,446
-28,563
-87% -$2.9M ﹤0.01% 1332
2023
Q2 		$3.79M Buy
33,009
+28,545
+639% +$3.18M 0.02% 388
2023
Q1 		$467K Buy
4,464
+734
+20% +$72.6K ﹤0.01% 1505
2022
Q4 		$333K Sell
3,730
-29,955
-89% -$2.55M ﹤0.01% 1619
2022
Q3 		$2.61M Sell
33,685
-23,370
-41% -$1.83M 0.01% 754
2022
Q2 		$4.08M Buy
57,055
+2,931
+5% +$194K 0.01% 627
2022
Q1 		$3.24M Buy
54,124
+800
+2% +$49.7K 0.01% 737
2021
Q4 		$3.38M Buy
53,324
+29,473
+124% +$1.7M 0.01% 730
2021
Q3 		$1.46M Sell
23,851
-653
-3% -$44.2K ﹤0.01% 1035
2021
Q2 		$1.98M Buy
24,504
+1,141
+5% +$91.4K 0.01% 887
2021
Q1 		$1.81M Sell
23,363
-188
-0.8% -$14.8K 0.01% 804
2020
Q4 		$1.85M Sell
23,551
-230
-1% -$16.7K 0.01% 762
2020
Q3 		$1.58M Buy
23,781
+100
+0.4% +$6.4K 0.01% 721
2020
Q2 		$1.51M Sell
23,681
-21,341
-47% -$1.29M 0.01% 666
2020
Q1 		$2.57M Sell
45,022
-209
-0.5% -$17.2K 0.01% 481
2019
Q4 		$3.89M Buy
45,231
+117
+0.3% +$9.42K 0.02% 473
2019
Q3 		$3.28M Buy
45,114
+307
+0.7% +$21.1K 0.02% 495
2019
Q2 		$2.84M Sell
44,807
-2,820
-6% -$186K 0.02% 512
2019
Q1 		$3.57M Buy
47,627
+293
+0.6% +$20.7K 0.02% 480
2018
Q4 		$3.48M Buy
47,334
+42,744
+931% +$3.27M 0.02% 438
2018
Q3 		$306K Sell
4,590
-47
-1% -$3.23K ﹤0.01% 1284
2018
Q2 		$318K Buy
4,637
+424
+10% +$27.7K ﹤0.01% 1182
2018
Q1 		$245K Buy
4,213
+239
+6% +$13.5K ﹤0.01% 1123
2017
Q4 		$224K Buy
+3,974
New +$209K ﹤0.01% 1148
2017
Q2 		– Sell
-4,981
Closed -$209K – 1300
2017
Q1 		$209K Buy
+4,981
New +$197K ﹤0.01% 1223

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LW Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Lamb Weston (LW) stake by 87% in Q3 2023, selling an estimated $2.9M and leaving 4,446 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

JP Morgan Private Wealth Advisors first reported a position in LW in Q1 2017 and has held it in 25 quarters since. The position peaked at $4.08M in Q2 2022. 752 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,446 shares of Lamb Weston worth $411K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 28,563 Lamb Weston shares in Q3 2023, an estimated $2.9M.
  • Lamb Weston made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1332 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lamb Weston in Q1 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's Lamb Weston position peaked at $4.08M in Q2 2022.
  • 752 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.