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Scott Capital Advisors’s Lamb Weston LW Stock Holding History

Scott Capital 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
Q3 		– Sell
-2,915
Closed -$224K – 53
2024
Q2 		$224K Hold
2,915
– – 0.07% 49
2024
Q1 		$234K Hold
2,915
– – 0.07% 46
2023
Q4 		$315K Hold
2,915
– – 0.11% 40
2023
Q3 		$247K Hold
2,915
– – 0.1% 42
2023
Q2 		$335K Hold
2,915
– – 0.14% 38
2023
Q1 		$305K Hold
2,915
– – 0.15% 39
2022
Q4 		$260K Hold
2,915
– – 0.15% 36
2022
Q3 		$226K Hold
2,915
– – 0.15% 34
2022
Q2 		$208K Buy
+2,915
New +$193K 0.14% 37

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

Scott Capital Advisors's LW Position: Q3 2024 in Review

Scott Capital Advisors sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 2,915 shares — an estimated $224K sold.

Scott Capital Advisors first reported a position in LW in Q2 2022 and held it in 9 quarters. The position peaked at $335K in Q2 2023. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Scott Capital Advisors reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Scott Capital Advisors sold 2,915 Lamb Weston shares in Q3 2024, an estimated $224K.
  • Scott Capital Advisors first reported a position in Lamb Weston in Q2 2022 and held it in 9 quarters.
  • Scott Capital Advisors's Lamb Weston position peaked at $335K in Q2 2023.
  • 685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Scott Capital Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.