Mount Lucas Management’s Lamb Weston LW Stock Holding History

Mount Lucas 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 Q2	–	Sell	-21,288	Closed	-$2.27M	–	177
2024 Q1	$2.27M	Sell	21,288 -1,669	-7%	-$174K	0.62%	61
2023 Q4	$2.48M	Buy	22,957 +64	+0.3%	+$6.16K	0.71%	50
2023 Q3	$2.12M	Sell	22,893 -324	-1%	-$32.9K	0.75%	56
2023 Q2	$2.67M	Buy	+23,217	New	+$2.59M	0.89%	36

Other funds holding LW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mount Lucas Management's LW Position: Q2 2024 in Review

Mount Lucas Management sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 21,288 shares — an estimated $2.27M sold.

Mount Lucas Management first reported a position in LW in Q2 2023 and held it in 4 quarters. The position peaked at $2.67M in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

Mount Lucas Management reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
Mount Lucas Management sold 21,288 Lamb Weston shares in Q2 2024, an estimated $2.27M.
Mount Lucas Management first reported a position in Lamb Weston in Q2 2023 and held it in 4 quarters.
Mount Lucas Management's Lamb Weston position peaked at $2.67M in Q2 2023.
755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.