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KLR Investment Advisors’s Lamb Weston LW Stock Holding History

KLR 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
2024
Q1 		$298K Sell
3,625
-318
-8% -$33.1K 0.22% 141
2023
Q4 		$426K Buy
3,943
+157
+4% +$15.1K 0.31% 91
2023
Q3 		$396K Sell
3,786
-92
-2% -$9.33K 0.36% 88
2023
Q2 		$446K Sell
3,878
-106
-3% -$11.8K 0.37% 85
2023
Q1 		$416K Sell
3,984
-163
-4% -$16.1K 0.37% 87
2022
Q4 		$371K Buy
+4,147
New +$353K 0.31% 99

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

KLR Investment Advisors's LW Position: Q1 2024 in Review

KLR Investment Advisors reduced its Lamb Weston (LW) stake by 8.1% in Q1 2024, selling an estimated $33.1K and leaving 3,625 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #141.

KLR Investment Advisors first reported a position in LW in Q4 2022 and has held it in 6 quarters since. The position peaked at $446K in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • KLR Investment Advisors held 3,625 shares of Lamb Weston worth $298K as of Q1 2024.
  • KLR Investment Advisors sold 318 Lamb Weston shares in Q1 2024, an estimated $33.1K.
  • Lamb Weston made up 0.22% of KLR Investment Advisors's portfolio in Q1 2024, its #141 holding.
  • KLR Investment Advisors first reported a position in Lamb Weston in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Lamb Weston position peaked at $446K in Q2 2023.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.