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Ruedi Wealth Management’s Lamb Weston LW Stock Holding History

Ruedi 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
-2
Closed -$129 – 343
2024
Q3 		$129 Sell
2
-2
-50% -$132 ﹤0.01% 338
2024
Q2 		$336 Buy
+4
New +$341 ﹤0.01% 434

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 $3.38T AUM 44.17% 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

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

Ruedi Wealth Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 2 shares — an estimated $129 sold.

Ruedi Wealth Management first reported a position in LW in Q2 2024 and held it in 2 quarters. The position peaked at $336 in Q2 2024. 704 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 2 Lamb Weston shares in Q4 2024, an estimated $129.
  • Ruedi Wealth Management first reported a position in Lamb Weston in Q2 2024 and held it in 2 quarters.
  • Ruedi Wealth Management's Lamb Weston position peaked at $336 in Q2 2024.
  • 704 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.