Point72 Hong Kong’s Lamb Weston LW Stock Holding History

Point72 Hong Kong’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
2025 Q2	–	Sell	-9,734	Closed	-$519K	–	607
2025 Q1	$519K	Buy	+9,734	New	+$551K	0.03%	252
2022 Q3	–	Sell	-8,302	Closed	-$593K	–	2195
2022 Q2	$593K	Buy	+8,302	New	+$548K	0.02%	666
2021 Q4	–	Sell	-4,260	Closed	-$261K	–	2171
2021 Q3	$261K	Buy	+4,260	New	+$288K	0.01%	1109
2021 Q2	–	Sell	-8,155	Closed	-$632K	–	2175
2021 Q1	$632K	Buy	8,155 +1,509	+23%	+$119K	0.02%	793
2020 Q4	$523K	Sell	6,646 -9,084	-58%	-$661K	0.02%	684
2020 Q3	$1.04M	Buy	+15,730	New	+$1.01M	0.11%	192
2020 Q1	–	Sell	-3,009	Closed	-$259K	–	1173
2019 Q4	$259K	Buy	+3,009	New	+$242K	0.06%	270
2019 Q2	–	Sell	-1,127	Closed	-$84K	–	1275
2019 Q1	$84K	Buy	1,127 +1,043	+1,242%	+$73.8K	0.03%	418
2018 Q4	$6K	Sell	84 -2,757	-97%	-$211K	﹤0.01%	606
2018 Q3	$189K	Buy	+2,841	New	+$195K	0.06%	216
2017 Q3	–	Sell	-508	Closed	-$22K	–	939
2017 Q2	$22K	Buy	+508	New	+$22.3K	0.02%	361

Other funds holding LW

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point72 Hong Kong's LW Position: Q2 2025 in Review

Point72 Hong Kong sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 9,734 shares — an estimated $519K sold.

Point72 Hong Kong first reported a position in LW in Q2 2017 and held it in 11 quarters. The position peaked at $1.04M in Q3 2020. 622 funds tracked by Wall St. Rank hold LW as of Q2 2025.

Point72 Hong Kong reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
Point72 Hong Kong sold 9,734 Lamb Weston shares in Q2 2025, an estimated $519K.
Point72 Hong Kong first reported a position in Lamb Weston in Q2 2017 and held it in 11 quarters.
Point72 Hong Kong's Lamb Weston position peaked at $1.04M in Q3 2020.
622 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Point72 Hong Kong's 13F filing for Q2 2025, filed 14 Aug 2025.