Mudita Advisors’s Lamb Weston LW Stock Holding History

Mudita 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 Q2	–	Sell	-11,793	Closed	-$1.23M	–	18
2023 Q1	$1.23M	Sell	11,793 -34,100	-74%	-$3.37M	1.1%	15
2022 Q4	$4.1M	Sell	45,893 -8,500	-16%	-$723K	3.58%	10
2022 Q3	$4.21M	Sell	54,393 -18,300	-25%	-$1.43M	3.91%	11
2022 Q2	$5.2M	Hold	72,693	–	–	4.18%	11
2022 Q1	$4.36M	Buy	72,693 +13,361	+23%	+$830K	2.91%	13
2021 Q4	$3.76M	Buy	+59,332	New	+$3.42M	3.39%	13

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCOV

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

Mudita Advisors's LW Position: Q2 2023 in Review

Mudita Advisors sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 11,793 shares — an estimated $1.23M sold.

Mudita Advisors first reported a position in LW in Q4 2021 and held it in 6 quarters. The position peaked at $5.2M in Q2 2022. 783 funds tracked by Wall St. Rank hold LW as of Q2 2023.

Mudita Advisors reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
Mudita Advisors sold 11,793 Lamb Weston shares in Q2 2023, an estimated $1.23M.
Mudita Advisors first reported a position in Lamb Weston in Q4 2021 and held it in 6 quarters.
Mudita Advisors's Lamb Weston position peaked at $5.2M in Q2 2022.
783 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Mudita Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.