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Significant Wealth Partners’s Lamb Weston LW Stock Holding History

Significant Wealth Partners’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
-5,469
Closed -$354K – 102
2024
Q3 		$354K Buy
5,469
+1,385
+34% +$91.5K 0.18% 43
2024
Q2 		$343K Buy
4,084
+1,440
+54% +$123K 0.19% 41
2024
Q1 		$282K Buy
2,644
+666
+34% +$69.3K 0.18% 129
2023
Q4 		$214K Buy
+1,978
New +$190K 0.16% 140

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 $3.37T AUM 44.26% 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

Significant Wealth Partners's LW Position: Q4 2024 in Review

Significant Wealth Partners sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 5,469 shares — an estimated $354K sold.

Significant Wealth Partners first reported a position in LW in Q4 2023 and held it in 4 quarters. The position peaked at $354K in Q3 2024. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Significant Wealth Partners reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 5,469 Lamb Weston shares in Q4 2024, an estimated $354K.
  • Significant Wealth Partners first reported a position in Lamb Weston in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Lamb Weston position peaked at $354K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.