Kelly Financial Services’s Lamb Weston LW Stock Holding History

Kelly Financial Services’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	-26	Closed	-$2.19K	–	485
2024 Q2	$2.19K	Hold	26	–	–	﹤0.01%	583
2024 Q1	$2.77K	Hold	26	–	–	﹤0.01%	562
2023 Q4	$2.81K	Hold	26	–	–	﹤0.01%	545
2023 Q3	$2.4K	Hold	26	–	–	﹤0.01%	535
2023 Q2	$2.99K	Hold	26	–	–	﹤0.01%	515
2023 Q1	$2.72K	Hold	26	–	–	﹤0.01%	497
2022 Q4	$2.32K	Hold	26	–	–	﹤0.01%	497
2022 Q3	$2.01K	Hold	26	–	–	﹤0.01%	505
2022 Q2	$1.86K	Hold	26	–	–	﹤0.01%	507
2022 Q1	$1.56K	Hold	26	–	–	﹤0.01%	545
2021 Q4	$1.65K	Hold	26	–	–	﹤0.01%	562
2021 Q3	$1.6K	Sell	26 -2,071	-99%	-$140K	﹤0.01%	540
2021 Q2	$26K	Buy	2,097 +2,071	+7,965%	+$166K	﹤0.01%	527
2021 Q1	$2.01K	Hold	26	–	–	﹤0.01%	501
2020 Q4	$2.05K	Hold	26	–	–	﹤0.01%	455
2020 Q3	$1.72K	Hold	26	–	–	﹤0.01%	444
2020 Q2	$1.66K	Hold	26	–	–	﹤0.01%	455
2020 Q1	$1.49K	Hold	26	–	–	﹤0.01%	418
2019 Q4	$2.24K	Hold	26	–	–	﹤0.01%	397
2019 Q3	$1.89K	Hold	26	–	–	﹤0.01%	405
2019 Q2	$1.65K	Hold	26	–	–	﹤0.01%	393
2019 Q1	$1.95K	Buy	+26	New	+$1.84K	﹤0.01%	377

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

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

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return