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Perigon Wealth Management’s Lamb Weston LW Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-1,973
Closed -$210K – 898
2024
Q1 		$210K Buy
+1,973
New +$205K 0.01% 796
2021
Q1 		– Sell
-315
Closed -$25K – 804
2020
Q4 		$25K Buy
+315
New +$22.9K ﹤0.01% 969
2018
Q2 		– Sell
-333
Closed -$19K – 461
2018
Q1 		$19K Hold
333
– – 0.01% 446
2017
Q4 		$19K Hold
333
– – 0.01% 411
2017
Q3 		$16K Sell
333
-66
-17% -$2.96K 0.01% 466
2017
Q2 		$18K Hold
399
– – ﹤0.01% 457
2017
Q1 		$17K Hold
399
– – ﹤0.01% 482
2016
Q4 		$16K Buy
+399
New +$13.6K ﹤0.01% 498

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Perigon Wealth Management's LW Position: Q2 2024 in Review

Perigon Wealth Management sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 1,973 shares — an estimated $210K sold.

Perigon Wealth Management first reported a position in LW in Q4 2016 and held it in 8 quarters. The position peaked at $210K in Q1 2024. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Perigon Wealth Management reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 1,973 Lamb Weston shares in Q2 2024, an estimated $210K.
  • Perigon Wealth Management first reported a position in Lamb Weston in Q4 2016 and held it in 8 quarters.
  • Perigon Wealth Management's Lamb Weston position peaked at $210K in Q1 2024.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.