NFSG
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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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return