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Laird Norton Wetherby Wealth Management’s Lamb Weston LW Stock Holding History

Laird Norton Wetherby 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
2024
Q2 		– Sell
-2,251
Closed -$240K – 956
2024
Q1 		$240K Sell
2,251
-13
-0.6% -$1.35K 0.01% 815
2023
Q4 		$245K Buy
+2,264
New +$218K 0.01% 795
2023
Q3 		– Sell
-2,305
Closed -$265K – 945
2023
Q2 		$265K Buy
2,305
+101
+5% +$11.3K 0.01% 766
2023
Q1 		$230K Buy
+2,204
New +$218K 0.01% 784
2019
Q4 		– Sell
-4,576
Closed -$333K – 713
2019
Q3 		$333K Buy
4,576
+144
+3% +$9.88K 0.03% 510
2019
Q2 		$281K Sell
4,432
-15
-0.3% -$989 0.03% 560
2019
Q1 		$333K Buy
4,447
+292
+7% +$20.7K 0.04% 479
2018
Q4 		$305K Buy
4,155
+224
+6% +$17.1K 0.04% 459
2018
Q3 		$262K Sell
3,931
-32
-0.8% -$2.2K 0.03% 542
2018
Q2 		$272K Buy
3,963
+24
+0.6% +$1.57K 0.04% 505
2018
Q1 		$229K Hold
3,939
– – 0.03% 563
2017
Q4 		$223K Buy
+3,939
New +$208K 0.03% 564

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LW Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 2,251 shares — an estimated $240K sold.

Laird Norton Wetherby Wealth Management first reported a position in LW in Q4 2017 and held it in 12 quarters. The position peaked at $333K in Q3 2019. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,251 Lamb Weston shares in Q2 2024, an estimated $240K.
  • Laird Norton Wetherby Wealth Management first reported a position in Lamb Weston in Q4 2017 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's Lamb Weston position peaked at $333K in Q3 2019.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.