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Patriot Financial Group Insurance Agency’s Lamb Weston LW Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3,155
Closed -$204K – 520
2024
Q3 		$204K Buy
+3,155
New +$208K 0.03% 466
2021
Q4 		– Sell
-218
Closed -$13K – 2211
2021
Q3 		$13K Sell
218
-3
-1% -$203 ﹤0.01% 1364
2021
Q2 		$18K Hold
221
– – ﹤0.01% 1231
2021
Q1 		$17K Hold
221
– – ﹤0.01% 1168
2020
Q4 		$17K Hold
221
– – ﹤0.01% 1032
2020
Q3 		$15K Hold
221
– – ﹤0.01% 900
2020
Q2 		$14K Sell
221
-17
-7% -$1.03K 0.01% 856
2020
Q1 		$14K Buy
238
+232
+3,867% +$19.1K 0.01% 756
2019
Q4 		$1K Sell
6
-1
-14% -$81 ﹤0.01% 1216
2019
Q3 		$1K Sell
7
-19
-73% -$1.3K ﹤0.01% 1199
2019
Q2 		$2K Hold
26
– – ﹤0.01% 1125
2019
Q1 		$2K Buy
+26
New +$1.84K ﹤0.01% 1019
2018
Q2 		– Sell
-114
Closed -$7K – 792
2018
Q1 		$7K Buy
114
+56
+97% +$3.17K 0.01% 660
2017
Q4 		$3K Sell
58
-124
-68% -$6.53K ﹤0.01% 824
2017
Q3 		$9K Sell
182
-50
-22% -$2.24K 0.01% 574
2017
Q2 		$10K Hold
232
– – 0.01% 532
2017
Q1 		$10K Hold
232
– – 0.01% 484
2016
Q4 		$9K Buy
+232
New +$7.91K 0.01% 484

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LW Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 3,155 shares — an estimated $204K sold.

Patriot Financial Group Insurance Agency first reported a position in LW in Q4 2016 and held it in 18 quarters. The position peaked at $204K in Q3 2024. 702 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,155 Lamb Weston shares in Q4 2024, an estimated $204K.
  • Patriot Financial Group Insurance Agency first reported a position in Lamb Weston in Q4 2016 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's Lamb Weston position peaked at $204K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.