Lee, Danner & Bass’s Lamb Weston LW Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-100	Closed	-$6.68K	–	516
2024 Q4	$6.68K	Buy	+100	New	+$7.46K	﹤0.01%	568

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lee, Danner & Bass's LW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 100 shares — an estimated $6.68K sold.

Lee, Danner & Bass first reported a position in LW in Q4 2024 and held it in 1 quarter. The position peaked at $6.68K in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Lee, Danner & Bass reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 100 Lamb Weston shares in Q1 2025, an estimated $6.68K.
Lee, Danner & Bass first reported a position in Lamb Weston in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Lamb Weston position peaked at $6.68K in Q4 2024.
633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.