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SL Advisors’s Lamb Weston LW Stock Holding History

SL Advisors’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
-2,269
Closed -$147K – 43
2024
Q3 		$147K Sell
2,269
-247
-10% -$16.3K 0.26% 44
2024
Q2 		$212K Sell
2,516
-191
-7% -$16.3K 0.42% 32
2024
Q1 		$288K Buy
2,707
+84
+3% +$8.74K 0.57% 36
2023
Q4 		$284K Sell
2,623
-868
-25% -$83.6K 0.61% 34
2023
Q3 		$323K Sell
3,491
-50
-1% -$5.07K 0.43% 36
2023
Q2 		$407K Hold
3,541
– – 0.91% 29
2023
Q1 		$370K Hold
3,541
– – 0.79% 32
2022
Q4 		$316K Hold
3,541
– – 0.7% 35
2022
Q3 		$274K Hold
3,541
– – 0.68% 34
2022
Q2 		$253K Buy
+3,541
New +$234K 0.61% 38
2021
Q3 		– Sell
-2,868
Closed -$231K – 50
2021
Q2 		$231K Sell
2,868
-399
-12% -$32K 0.59% 49
2021
Q1 		$253K Sell
3,267
-186
-5% -$14.7K 0.76% 46
2020
Q4 		$272K Buy
3,453
+15
+0.4% +$1.09K 0.88% 43
2020
Q3 		$228K Buy
+3,438
New +$220K 0.83% 40
2020
Q1 		– Sell
-4,281
Closed -$368K – 49
2019
Q4 		$368K Sell
4,281
-23
-0.5% -$1.85K 0.91% 42
2019
Q3 		$313K Sell
4,304
-420
-9% -$28.8K 0.6% 48
2019
Q2 		$299K Sell
4,724
-10
-0.2% -$660 0.52% 51
2019
Q1 		$354K Sell
4,734
-145
-3% -$10.3K 0.55% 50
2018
Q4 		$359K Hold
4,879
– – 0.74% 44
2018
Q3 		$324K Buy
4,879
+1,335
+38% +$91.6K 0.6% 46
2018
Q2 		$243K Sell
3,544
-1,326
-27% -$86.7K 0.54% 48
2018
Q1 		$284K Sell
4,870
-424
-8% -$24K 0.56% 48
2017
Q4 		$298K Sell
5,294
-56
-1% -$2.95K 0.51% 50
2017
Q3 		$251K Sell
5,350
-16
-0.3% -$718 0.11% 54
2017
Q2 		$236K Sell
5,366
-104
-2% -$4.57K 0.12% 54
2017
Q1 		$230K Sell
5,470
-173
-3% -$6.83K 0.13% 53
2016
Q4 		$214K Buy
+5,643
New +$192K 0.14% 54

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
JPM
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SL Advisors's LW Position: Q4 2024 in Review

SL Advisors sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 2,269 shares — an estimated $147K sold.

SL Advisors first reported a position in LW in Q4 2016 and held it in 27 quarters. The position peaked at $407K in Q2 2023. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • SL Advisors reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • SL Advisors sold 2,269 Lamb Weston shares in Q4 2024, an estimated $147K.
  • SL Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 27 quarters.
  • SL Advisors's Lamb Weston position peaked at $407K in Q2 2023.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on SL Advisors's 13F filing for Q4 2024, filed 8 Jan 2025.