KFI
LW icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return