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Lee Financial’s Lamb Weston LW Stock Holding History

Lee Financial’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 		– Sell
-66
Closed -$7.13K – 543
2023
Q4 		$7.13K Hold
66
– – ﹤0.01% 485
2023
Q3 		$6.1K Sell
66
-1
-1% -$101 ﹤0.01% 487
2023
Q2 		$7.7K Buy
67
+1
+2% +$112 ﹤0.01% 450
2023
Q1 		$6.9K Hold
66
– – ﹤0.01% 478
2022
Q4 		$5.9K Hold
66
– – ﹤0.01% 529
2022
Q3 		$5K Sell
66
-2
-3% -$156 ﹤0.01% 542
2022
Q2 		$5K Buy
68
+2
+3% +$132 ﹤0.01% 559
2022
Q1 		$4K Hold
66
– – ﹤0.01% 537
2021
Q4 		$4K Hold
66
– – ﹤0.01% 629
2021
Q3 		$4K Hold
66
– – ﹤0.01% 515
2021
Q2 		$5K Hold
66
– – ﹤0.01% 465
2021
Q1 		$5K Buy
+66
New +$5.2K ﹤0.01% 428
2019
Q4 		– Sell
-44
Closed -$3K – 509
2019
Q3 		$3K Hold
44
– – ﹤0.01% 453
2019
Q2 		$3K Hold
44
– – ﹤0.01% 461
2019
Q1 		$3K Hold
44
– – ﹤0.01% 452
2018
Q4 		$3K Hold
44
– – ﹤0.01% 394
2018
Q3 		$3K Hold
44
– – ﹤0.01% 437
2018
Q2 		$3K Hold
44
– – ﹤0.01% 689
2018
Q1 		$3K Hold
44
– – ﹤0.01% 672
2017
Q4 		$2K Hold
44
– – ﹤0.01% 450
2017
Q3 		$2K Hold
44
– – ﹤0.01% 450
2017
Q2 		$2K Hold
44
– – ﹤0.01% 465
2017
Q1 		$2K Hold
44
– – ﹤0.01% 380
2016
Q4 		$2K Buy
+44
New +$1.5K ﹤0.01% 396

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Lee Financial's LW Position: Q1 2024 in Review

Lee Financial sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 66 shares — an estimated $7.13K sold.

Lee Financial first reported a position in LW in Q4 2016 and held it in 24 quarters. The position peaked at $7.7K in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • Lee Financial reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 66 Lamb Weston shares in Q1 2024, an estimated $7.13K.
  • Lee Financial first reported a position in Lamb Weston in Q4 2016 and held it in 24 quarters.
  • Lee Financial's Lamb Weston position peaked at $7.7K in Q2 2023.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.