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Polaris Wealth Advisory Group’s Lamb Weston LW Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$13.6M Buy
+147,420
New +$14.9M 1.04% 33

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
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

Polaris Wealth Advisory Group's LW Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Lamb Weston (LW) in Q3 2023: 147,420 shares worth $13.6M. The stake represents 1.04% of the portfolio and ranks #33 among its holdings.

751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Polaris Wealth Advisory Group held 147,420 shares of Lamb Weston worth $13.6M as of Q3 2023.
  • Lamb Weston was a new Polaris Wealth Advisory Group position in Q3 2023.
  • Lamb Weston made up 1.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #33 holding.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.