PWM
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Purus Wealth Management’s Lamb Weston LW Stock Holding History

Purus 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
Q4 		– Sell
-4,349
Closed -$282K – 125
2024
Q3 		$282K Buy
4,349
+119
+3% +$7.86K 0.12% 95
2024
Q2 		$356K Buy
4,230
+19
+0.5% +$1.62K 0.16% 79
2024
Q1 		$449K Sell
4,211
-34
-0.8% -$3.54K 0.22% 66
2023
Q4 		$459K Buy
4,245
+4
+0.1% +$385 0.27% 71
2023
Q3 		$392K Buy
4,241
+162
+4% +$16.4K 0.26% 71
2023
Q2 		$469K Buy
+4,079
New +$455K 0.3% 66

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Purus Wealth Management's LW Position: Q4 2024 in Review

Purus Wealth Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 4,349 shares — an estimated $282K sold.

Purus Wealth Management first reported a position in LW in Q2 2023 and held it in 6 quarters. The position peaked at $469K in Q2 2023. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Purus Wealth Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Purus Wealth Management sold 4,349 Lamb Weston shares in Q4 2024, an estimated $282K.
  • Purus Wealth Management first reported a position in Lamb Weston in Q2 2023 and held it in 6 quarters.
  • Purus Wealth Management's Lamb Weston position peaked at $469K in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Purus Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.