Mattern Wealth Management’s Lamb Weston LW Stock Holding History

Mattern 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 Q3	–	Sell	-2,768	Closed	-$233K	–	178
2024 Q2	$233K	Hold	2,768	–	–	0.06%	161
2024 Q1	$295K	Hold	2,768	–	–	0.07%	141
2023 Q4	$299K	Hold	2,768	–	–	0.08%	138
2023 Q3	$256K	Hold	2,768	–	–	0.08%	145
2023 Q2	$318K	Hold	2,768	–	–	0.09%	132
2023 Q1	$289K	Hold	2,768	–	–	0.1%	143
2022 Q4	$247K	Hold	2,768	–	–	0.1%	142
2022 Q3	$214K	Buy	+2,768	New	+$216K	0.09%	148
2021 Q3	–	Sell	-2,768	Closed	-$215K	–	169
2021 Q2	$215K	Hold	2,768	–	–	0.07%	159
2021 Q1	$214K	Hold	2,768	–	–	0.08%	148
2020 Q4	$218K	Buy	+2,768	New	+$202K	0.08%	147
2020 Q1	–	Sell	-2,766	Closed	-$238K	–	129
2019 Q4	$238K	Buy	+2,766	New	+$223K	0.14%	119

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

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

JPM

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

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

CCP

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Mattern Wealth Management's LW Position: Q3 2024 in Review

Mattern Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 2,768 shares — an estimated $233K sold.

Mattern Wealth Management first reported a position in LW in Q4 2019 and held it in 12 quarters. The position peaked at $318K in Q2 2023. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Mattern Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
Mattern Wealth Management sold 2,768 Lamb Weston shares in Q3 2024, an estimated $233K.
Mattern Wealth Management first reported a position in Lamb Weston in Q4 2019 and held it in 12 quarters.
Mattern Wealth Management's Lamb Weston position peaked at $318K in Q2 2023.
685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Mattern Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.