Optimum Investment Advisors’s Lamb Weston LW Stock Holding History

Optimum Investment 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 Q1	–	Sell	-6	Closed	-$536	–	768
2022 Q4	$536	Hold	6	–	–	﹤0.01%	729
2022 Q3	$0	Buy	+6	New	+$469	﹤0.01%	853
2021 Q3	–	Sell	-100	Closed	-$8K	–	888
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	777
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	789
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	752
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	733
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	739
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	736
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	788
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	848
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	833
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	854
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	807
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	889
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	893
2018 Q1	$6K	Buy	+100	New	+$5.66K	﹤0.01%	879

Other funds holding LW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return