Mezzasalma Advisors’s Lamb Weston LW Stock Holding History

Mezzasalma 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	-12,972	Closed	-$1.38M	–	94
2024 Q1	$1.38M	Sell	12,972 -6,103	-32%	-$635K	0.65%	35
2023 Q4	$2.06M	Sell	19,075 -3,481	-15%	-$335K	1.12%	20
2023 Q3	$2.09M	Buy	22,556 +542	+2%	+$55K	1.29%	18
2023 Q2	$2.53M	Buy	22,014 +112	+0.5%	+$12.5K	1.53%	16
2023 Q1	$2.29M	Buy	21,902 +252	+1%	+$24.9K	1.62%	16
2022 Q4	$1.93M	Buy	+21,650	New	+$1.84M	1.69%	16

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Mezzasalma Advisors's LW Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 12,972 shares — an estimated $1.38M sold.

Mezzasalma Advisors first reported a position in LW in Q4 2022 and held it in 6 quarters. The position peaked at $2.53M in Q2 2023. 754 funds tracked by Wall St. Rank hold LW as of Q2 2024.

Mezzasalma Advisors reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 12,972 Lamb Weston shares in Q2 2024, an estimated $1.38M.
Mezzasalma Advisors first reported a position in Lamb Weston in Q4 2022 and held it in 6 quarters.
Mezzasalma Advisors's Lamb Weston position peaked at $2.53M in Q2 2023.
754 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.