Simplicity Wealth’s Lamb Weston LW Stock Holding History

Simplicity Wealth’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	-3,610	Closed	-$304K	–	904
2024 Q2	$304K	Buy	3,610 +289	+9%	+$24.7K	0.01%	940
2024 Q1	$354K	Buy	+3,321	New	+$346K	0.01%	861

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Simplicity Wealth's LW Position: Q3 2024 in Review

Simplicity Wealth sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 3,610 shares — an estimated $304K sold.

Simplicity Wealth first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $354K in Q1 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

Simplicity Wealth reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,610 Lamb Weston shares in Q3 2024, an estimated $304K.
Simplicity Wealth first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Lamb Weston position peaked at $354K in Q1 2024.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.