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KCM Investment Advisors’s Lamb Weston LW Stock Holding History

KCM Investment 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
Q2 		– Sell
-2,027
Closed -$212K – 400
2023
Q1 		$212K Sell
2,027
-338
-14% -$33.4K 0.01% 390
2022
Q4 		$211K Buy
+2,365
New +$201K 0.01% 380
2021
Q3 		– Sell
-3,102
Closed -$250K – 396
2021
Q2 		$250K Sell
3,102
-354
-10% -$28.4K 0.01% 347
2021
Q1 		$268K Hold
3,456
– – 0.01% 321
2020
Q4 		$272K Buy
3,456
+6
+0.2% +$437 0.01% 303
2020
Q3 		$229K Sell
3,450
-115
-3% -$7.37K 0.01% 293
2020
Q2 		$228K Sell
3,565
-599
-14% -$36.2K 0.01% 309
2020
Q1 		$238K Sell
4,164
-5
-0.1% -$411 0.02% 281
2019
Q4 		$359K Sell
4,169
-65
-2% -$5.24K 0.02% 273
2019
Q3 		$308K Sell
4,234
-121
-3% -$8.3K 0.02% 282
2019
Q2 		$276K Buy
4,355
+1
+0% +$66 0.02% 286
2019
Q1 		$326K Hold
4,354
– – 0.02% 273
2018
Q4 		$320K Sell
4,354
-340
-7% -$26K 0.02% 405
2018
Q3 		$313K Sell
4,694
-458
-9% -$31.4K 0.02% 426
2018
Q2 		$353K Sell
5,152
-1,539
-23% -$101K 0.02% 415
2018
Q1 		$390K Sell
6,691
-514
-7% -$29.1K 0.02% 393
2017
Q4 		$407K Sell
7,205
-655
-8% -$34.5K 0.02% 381
2017
Q3 		$369K Sell
7,860
-403
-5% -$18.1K 0.02% 399
2017
Q2 		$364K Sell
8,263
-604
-7% -$26.5K 0.02% 411
2017
Q1 		$373K Sell
8,867
-1,253
-12% -$49.4K 0.02% 401
2016
Q4 		$383K Buy
+10,120
New +$345K 0.03% 397

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $4.75B AUM 18.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

KCM Investment Advisors's LW Position: Q2 2023 in Review

KCM Investment Advisors sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 2,027 shares — an estimated $212K sold.

KCM Investment Advisors first reported a position in LW in Q4 2016 and held it in 21 quarters. The position peaked at $407K in Q4 2017. 781 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • KCM Investment Advisors reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 2,027 Lamb Weston shares in Q2 2023, an estimated $212K.
  • KCM Investment Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 21 quarters.
  • KCM Investment Advisors's Lamb Weston position peaked at $407K in Q4 2017.
  • 781 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.