Lido Advisors
LW icon

Lido Advisors’s Lamb Weston LW Stock Holding History

Lido 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
Q2 		– Sell
-2,270
Closed -$242K – 1456
2024
Q1 		$242K Buy
+2,270
New +$236K ﹤0.01% 1191
2019
Q3 		– Sell
-5,624
Closed -$356K – 597
2019
Q2 		$356K Buy
5,624
+993
+21% +$65.5K 0.02% 384
2019
Q1 		$347K Sell
4,631
-202
-4% -$14.3K 0.02% 362
2018
Q4 		$355K Sell
4,833
-458
-9% -$35.1K 0.04% 277
2018
Q3 		$352K Buy
5,291
+596
+13% +$40.9K 0.03% 306
2018
Q2 		$321K Buy
4,695
+1,155
+33% +$75.5K 0.04% 290
2018
Q1 		$206K Buy
+3,540
New +$200K 0.03% 362

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 $3.38T 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
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

Lido Advisors's LW Position: Q2 2024 in Review

Lido Advisors sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 2,270 shares — an estimated $242K sold.

Lido Advisors first reported a position in LW in Q1 2018 and held it in 7 quarters. The position peaked at $356K in Q2 2019. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Lido Advisors reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Lido Advisors sold 2,270 Lamb Weston shares in Q2 2024, an estimated $242K.
  • Lido Advisors first reported a position in Lamb Weston in Q1 2018 and held it in 7 quarters.
  • Lido Advisors's Lamb Weston position peaked at $356K in Q2 2019.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.