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Newbridge Financial Services Group’s Lamb Weston LW Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-100
Closed -$8.41K – 920
2024
Q2 		$8.41K Sell
100
-60
-38% -$5.12K ﹤0.01% 743
2024
Q1 		$17K Buy
160
+130
+433% +$13.5K 0.01% 636
2023
Q4 		$3.24K Sell
30
-125
-81% -$12K ﹤0.01% 911
2023
Q3 		$14.3K Sell
155
-100
-39% -$10.1K 0.01% 724
2023
Q2 		$29.3K Hold
255
– – 0.01% 587
2023
Q1 		$26.7K Buy
+255
New +$25.2K 0.01% 625
2021
Q3 		– Sell
-1
Closed – – 1516
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1477
2021
Q1 		$1K Buy
+1
New +$79 ﹤0.01% 1289

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Newbridge Financial Services Group's LW Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 100 shares — an estimated $8.41K sold.

Newbridge Financial Services Group first reported a position in LW in Q1 2021 and held it in 8 quarters. The position peaked at $29.3K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Lamb Weston shares in Q3 2024, an estimated $8.41K.
  • Newbridge Financial Services Group first reported a position in Lamb Weston in Q1 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's Lamb Weston position peaked at $29.3K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.