Key Financial Inc’s Lamb Weston LW Stock Holding History

Key Financial Inc’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	-471	Closed	-$39.6K	–	1359
2024 Q2	$39.6K	Buy	471 +459	+3,825%	+$39.2K	0.01%	501
2024 Q1	$1.28K	Hold	12	–	–	﹤0.01%	1151
2023 Q4	$1.3K	Hold	12	–	–	﹤0.01%	1148
2023 Q3	$1.11K	Hold	12	–	–	﹤0.01%	1177
2023 Q2	$1.38K	Hold	12	–	–	﹤0.01%	1204
2023 Q1	$1.25K	Hold	12	–	–	﹤0.01%	1007
2022 Q4	$929	Hold	12	–	–	﹤0.01%	1042
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1051
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1034
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1019
2021 Q4	$1K	Buy	+12	New	+$692	﹤0.01%	905
2021 Q3	–	Sell	-525	Closed	-$35K	–	937
2021 Q2	$35K	Hold	525	–	–	0.02%	395
2021 Q1	$41K	Hold	525	–	–	0.03%	309
2020 Q4	$41K	Buy	+525	New	+$38.2K	0.03%	276
2020 Q2	–	Sell	-525	Closed	-$30K	–	399
2020 Q1	$30K	Buy	+525	New	+$43.2K	0.03%	281

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

Key Financial Inc's LW Position: Q3 2024 in Review

Key Financial Inc sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 471 shares — an estimated $39.6K sold.

Key Financial Inc first reported a position in LW in Q1 2020 and held it in 15 quarters. The position peaked at $41K in Q1 2021. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Key Financial Inc reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
Key Financial Inc sold 471 Lamb Weston shares in Q3 2024, an estimated $39.6K.
Key Financial Inc first reported a position in Lamb Weston in Q1 2020 and held it in 15 quarters.
Key Financial Inc's Lamb Weston position peaked at $41K in Q1 2021.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Key Financial Inc's 13F filing for Q3 2024, filed 29 Oct 2024.