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 $6.73T AUM 46.02% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimum Investment Advisors's LW Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Lamb Weston (LW) in Q1 2023, closing a stake of 6 shares — an estimated $536 sold.

Optimum Investment Advisors first reported a position in LW in Q1 2018 and held it in 16 quarters. The position peaked at $9K in Q4 2019. 742 funds tracked by Wall St. Rank hold LW as of Q1 2023.

Optimum Investment Advisors reported no remaining Lamb Weston position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 6 Lamb Weston shares in Q1 2023, an estimated $536.
Optimum Investment Advisors first reported a position in Lamb Weston in Q1 2018 and held it in 16 quarters.
Optimum Investment Advisors's Lamb Weston position peaked at $9K in Q4 2019.
742 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.