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Pullen Investment Management’s Lamb Weston LW Stock Holding History

Pullen Investment 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
Q3 		– Sell
-7,153
Closed -$601K – 105
2024
Q2 		$601K Sell
7,153
-304
-4% -$25.9K 0.5% 69
2024
Q1 		$794K Buy
+7,457
New +$776K 0.67% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Pullen Investment Management's LW Position: Q3 2024 in Review

Pullen Investment Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 7,153 shares — an estimated $601K sold.

Pullen Investment Management first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $794K in Q1 2024. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Pullen Investment Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Pullen Investment Management sold 7,153 Lamb Weston shares in Q3 2024, an estimated $601K.
  • Pullen Investment Management first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
  • Pullen Investment Management's Lamb Weston position peaked at $794K in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Pullen Investment Management's 13F filing for Q3 2024, filed 24 Oct 2024.