Laidlaw Wealth Management’s Lamb Weston LW Stock Holding History

Laidlaw Wealth Management’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
2023 Q4	–	Sell	-2,355	Closed	-$218K	–	260
2023 Q3	$218K	Buy	+2,355	New	+$239K	0.07%	249

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Laidlaw Wealth Management's LW Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 2,355 shares — an estimated $218K sold.

Laidlaw Wealth Management first reported a position in LW in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Laidlaw Wealth Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,355 Lamb Weston shares in Q4 2023, an estimated $218K.
Laidlaw Wealth Management first reported a position in Lamb Weston in Q3 2023 and held it in 1 quarter.
Laidlaw Wealth Management's Lamb Weston position peaked at $218K in Q3 2023.
769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.