RE Dickinson Investment Advisors’s Lamb Weston LW Stock Holding History

RE Dickinson Investment Advisors’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	$49.3K	Hold	738	–	–	0.03%	89
2024 Q3	$47.8K	Hold	738	–	–	0.03%	89
2024 Q2	$62.1K	Hold	738	–	–	0.04%	80
2024 Q1	$79K	Hold	738	–	–	0.05%	63
2023 Q4	$80K	Sell	738 -41	-5%	-$3.95K	0.05%	64
2023 Q3	$72K	Hold	779	–	–	0.05%	66
2023 Q2	$90K	Hold	779	–	–	0.03%	121
2023 Q1	$81K	Sell	779 -83	-10%	-$8.21K	0.03%	133
2022 Q4	$77K	Hold	862	–	–	0.03%	125
2022 Q3	$67K	Buy	862 +124	+17%	+$9.7K	0.06%	63
2022 Q2	$53K	Sell	738 -75	-9%	-$4.95K	0.01%	75
2022 Q1	$49K	Buy	813 +75	+10%	+$4.66K	0.03%	86
2021 Q4	$47K	Buy	+738	New	+$42.6K	0.04%	90

Other funds holding LW

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

RE Dickinson Investment Advisors's LW Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Lamb Weston (LW) position steady in Q4 2024 at 738 shares worth $49.3K. The position accounts for 0.03% of the portfolio, ranked #89.

RE Dickinson Investment Advisors first reported a position in LW in Q4 2021 and has held it in 13 quarters since. The position peaked at $90K in Q2 2023. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

RE Dickinson Investment Advisors held 738 shares of Lamb Weston worth $49.3K as of Q4 2024.
RE Dickinson Investment Advisors left its Lamb Weston share count unchanged in Q4 2024.
Lamb Weston made up 0.03% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #89 holding.
RE Dickinson Investment Advisors first reported a position in Lamb Weston in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Lamb Weston position peaked at $90K in Q2 2023.
703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.