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Morningstar Investment Services’s Lamb Weston LW Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-13,530
Closed -$904K – 289
2024
Q3 		$904K Buy
13,530
+824
+6% +$54.4K 0.01% 219
2024
Q2 		$1.06M Buy
+12,706
New +$1.08M 0.01% 198

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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Morningstar Investment Services's LW Position: Q4 2024 in Review

Morningstar Investment Services sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 13,530 shares — an estimated $904K sold.

Morningstar Investment Services first reported a position in LW in Q2 2024 and held it in 2 quarters. The position peaked at $1.06M in Q2 2024. 702 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Morningstar Investment Services reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 13,530 Lamb Weston shares in Q4 2024, an estimated $904K.
  • Morningstar Investment Services first reported a position in Lamb Weston in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's Lamb Weston position peaked at $1.06M in Q2 2024.
  • 702 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.