Loring Wolcott & Coolidge Fiduciary Advisors’s Lamb Weston LW Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q4	–	Sell	-66	Closed	-$6.18K	–	580
2023 Q3	$6.18K	Hold	66	–	–	﹤0.01%	537
2023 Q2	$7.59K	Hold	66	–	–	﹤0.01%	558
2023 Q1	$6.9K	Buy	+66	New	+$6.53K	﹤0.01%	532
2018 Q1	–	Sell	-893	Closed	-$50K	–	772
2017 Q4	$50K	Hold	893	–	–	﹤0.01%	434
2017 Q3	$42K	Buy	893 +5	+0.6%	+$224	﹤0.01%	442
2017 Q2	$39K	Hold	888	–	–	﹤0.01%	439
2017 Q1	$37K	Sell	888 -166	-16%	-$6.55K	﹤0.01%	441
2016 Q4	$40K	Buy	+1,054	New	+$35.9K	﹤0.01%	412

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

Loring Wolcott & Coolidge Fiduciary Advisors's LW Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 66 shares — an estimated $6.18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LW in Q4 2016 and held it in 8 quarters. The position peaked at $50K in Q4 2017. 770 funds tracked by Wall St. Rank hold LW as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 66 Lamb Weston shares in Q4 2023, an estimated $6.18K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Lamb Weston position peaked at $50K in Q4 2017.
770 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.