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Sendero Wealth Management’s Lamb Weston LW Stock Holding History

Sendero 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
2023
Q2 		– Sell
-2,695
Closed -$282K – 152
2023
Q1 		$282K Sell
2,695
-1,335
-33% -$132K 0.09% 91
2022
Q4 		$360K Sell
4,030
-845
-17% -$71.9K 0.13% 78
2022
Q3 		$377K Sell
4,875
-275
-5% -$21.5K 0.16% 71
2022
Q2 		$368K Buy
+5,150
New +$340K 0.35% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Sendero Wealth Management's LW Position: Q2 2023 in Review

Sendero Wealth Management sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 2,695 shares — an estimated $282K sold.

Sendero Wealth Management first reported a position in LW in Q2 2022 and held it in 4 quarters. The position peaked at $377K in Q3 2022. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • Sendero Wealth Management reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 2,695 Lamb Weston shares in Q2 2023, an estimated $282K.
  • Sendero Wealth Management first reported a position in Lamb Weston in Q2 2022 and held it in 4 quarters.
  • Sendero Wealth Management's Lamb Weston position peaked at $377K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Sendero Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.