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Simplicity Solutions’s Lamb Weston LW Stock Holding History

Simplicity Solutions’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
Q4 		$377K Buy
3,486
+81
+2% +$7.8K 0.01% 757
2023
Q3 		$315K Sell
3,405
-639
-16% -$64.8K 0.01% 749
2023
Q2 		$465K Buy
4,044
+45
+1% +$5.02K 0.01% 687
2023
Q1 		$418K Buy
3,999
+1,470
+58% +$145K 0.01% 744
2022
Q4 		$226K Buy
+2,529
New +$215K 0.03% 580
2019
Q2 		– Sell
-3,027
Closed -$227K – 780
2019
Q1 		$227K Sell
3,027
-3,849
-56% -$273K 0.01% 640
2018
Q4 		$505K Buy
+6,876
New +$526K 0.07% 310

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's LW Position: Q4 2023 in Review

Simplicity Solutions increased its Lamb Weston (LW) stake by 2.4% in Q4 2023, buying an estimated $7.8K and bringing the position to 3,486 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #757.

Simplicity Solutions first reported a position in LW in Q4 2018 and has held it in 7 quarters since. The position peaked at $505K in Q4 2018. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • Simplicity Solutions held 3,486 shares of Lamb Weston worth $377K as of Q4 2023.
  • Simplicity Solutions bought 81 Lamb Weston shares in Q4 2023, an estimated $7.8K.
  • Lamb Weston made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #757 holding.
  • Simplicity Solutions first reported a position in Lamb Weston in Q4 2018 and has held it in 7 quarters since.
  • Simplicity Solutions's Lamb Weston position peaked at $505K in Q4 2018.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.