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Navellier & Associates’s Lamb Weston LW Stock Holding History

Navellier & Associates’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
-2,506
Closed -$267K – 361
2024
Q1 		$267K Sell
2,506
-73,881
-97% -$7.69M 0.03% 297
2023
Q4 		$8.26M Buy
76,387
+4,627
+6% +$446K 1.24% 17
2023
Q3 		$6.63M Buy
71,760
+23,812
+50% +$2.41M 1.14% 13
2023
Q2 		$5.51M Buy
47,948
+8,382
+21% +$935K 1.07% 18
2023
Q1 		$4.14M Sell
39,566
-1,737
-4% -$172K 0.87% 32
2022
Q4 		$3.69M Buy
+41,303
New +$3.51M 0.75% 40
2020
Q2 		– Sell
-15,996
Closed -$913K – 260
2020
Q1 		$913K Sell
15,996
-194
-1% -$15.9K 0.21% 96
2019
Q4 		$1.39M Sell
16,190
-797
-5% -$64.2K 0.22% 113
2019
Q3 		$1.24M Sell
16,987
-365
-2% -$25K 0.2% 116
2019
Q2 		$1.1M Sell
17,352
-12,814
-42% -$845K 0.17% 126
2019
Q1 		$2.26M Buy
30,166
+1,239
+4% +$87.7K 0.35% 80
2018
Q4 		$2.13M Buy
+28,927
New +$2.21M 0.36% 67

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Navellier & Associates's LW Position: Q2 2024 in Review

Navellier & Associates sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 2,506 shares — an estimated $267K sold.

Navellier & Associates first reported a position in LW in Q4 2018 and held it in 12 quarters. The position peaked at $8.26M in Q4 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Navellier & Associates reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Navellier & Associates sold 2,506 Lamb Weston shares in Q2 2024, an estimated $267K.
  • Navellier & Associates first reported a position in Lamb Weston in Q4 2018 and held it in 12 quarters.
  • Navellier & Associates's Lamb Weston position peaked at $8.26M in Q4 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Navellier & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.