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Sowell Financial Services’s Lamb Weston LW Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,606
Closed -$272K – 714
2023
Q1 		$272K Buy
+2,606
New +$258K 0.02% 596
2021
Q2 		– Sell
-1,650
Closed -$129K – 1792
2021
Q1 		$129K Buy
1,650
+1,036
+169% +$81.7K ﹤0.01% 1262
2020
Q4 		$48K Sell
614
-27
-4% -$1.97K ﹤0.01% 1418
2020
Q3 		$42K Buy
641
+117
+22% +$7.49K ﹤0.01% 1276
2020
Q2 		$33K Sell
524
-26
-5% -$1.57K ﹤0.01% 1302
2020
Q1 		$31K Buy
550
+74
+16% +$6.08K ﹤0.01% 1232
2019
Q4 		$41K Sell
476
-76
-14% -$6.12K ﹤0.01% 1209
2019
Q3 		$40K Buy
+552
New +$37.9K ﹤0.01% 1067
2017
Q1 		– Sell
-28
Closed -$1K – 437
2016
Q4 		$1K Buy
+28
New +$955 ﹤0.01% 620

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Sowell Financial Services's LW Position: Q2 2023 in Review

Sowell Financial Services sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 2,606 shares — an estimated $272K sold.

Sowell Financial Services first reported a position in LW in Q4 2016 and held it in 9 quarters. The position peaked at $272K in Q1 2023. 781 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • Sowell Financial Services reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 2,606 Lamb Weston shares in Q2 2023, an estimated $272K.
  • Sowell Financial Services first reported a position in Lamb Weston in Q4 2016 and held it in 9 quarters.
  • Sowell Financial Services's Lamb Weston position peaked at $272K in Q1 2023.
  • 781 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.