Shelton Capital Management’s Lamb Weston LW Stock Holding History

Shelton Capital 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	-4,457	Closed	-$289K	–	760
2024 Q3	$289K	Sell	4,457 -89,299	-95%	-$5.9M	0.01%	524
2024 Q2	$7.88M	Buy	93,756 +12,700	+16%	+$1.08M	0.22%	109
2024 Q1	$8.63M	Buy	81,056 +30,301	+60%	+$3.15M	0.25%	98
2023 Q4	$5.49M	Buy	50,755 +27,500	+118%	+$2.65M	0.17%	143
2023 Q3	$2.15M	Buy	23,255 +4,900	+27%	+$497K	0.08%	232
2023 Q2	$2.11M	Buy	18,355 +10,400	+131%	+$1.16M	0.08%	231
2023 Q1	$831K	Buy	+7,955	New	+$787K	0.03%	251
2018 Q4	–	Sell	-10,475	Closed	-$698K	–	851
2018 Q3	$698K	Sell	10,475 -14,149	-57%	-$971K	0.04%	281
2018 Q2	$1.69M	Hold	24,624	–	–	0.11%	177
2018 Q1	$1.43M	Hold	24,624	–	–	0.09%	184
2017 Q4	$1.39M	Hold	24,624	–	–	0.09%	192
2017 Q3	$1.16M	Hold	24,624	–	–	0.08%	209
2017 Q2	$1.08M	Sell	24,624 -33	-0.1%	-$1.45K	0.08%	221
2017 Q1	$1.04M	Buy	24,657 +9,445	+62%	+$373K	0.08%	221
2016 Q4	$576K	Buy	+15,212	New	+$519K	0.05%	327

Other funds holding LW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return