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	–	482
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	Hold	26	–	–	﹤0.01%	540
2021 Q2	$2.1K	Hold	26	–	–	﹤0.01%	501
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Kelly Financial Services's LW Position: Q3 2024 in Review

Kelly Financial Services sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 26 shares — an estimated $2.19K sold.

Kelly Financial Services first reported a position in LW in Q1 2019 and held it in 22 quarters. The position peaked at $2.99K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Kelly Financial Services reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 26 Lamb Weston shares in Q3 2024, an estimated $2.19K.
Kelly Financial Services first reported a position in Lamb Weston in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Lamb Weston position peaked at $2.99K in Q2 2023.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.