Stephens Inc’s Lamb Weston LW Stock Holding History

Stephens Inc’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
2025 Q1	–	Sell	-3,232	Closed	-$216K	–	1283
2024 Q4	$216K	Sell	3,232 -10	-0.3%	-$746	﹤0.01%	1143
2024 Q3	$210K	Buy	+3,242	New	+$214K	﹤0.01%	1177
2023 Q3	–	Sell	-1,784	Closed	-$205K	–	1263
2023 Q2	$205K	Buy	+1,784	New	+$199K	﹤0.01%	1056
2021 Q3	–	Sell	-2,835	Closed	-$229K	–	1381
2021 Q2	$229K	Sell	2,835 -440	-13%	-$35.2K	﹤0.01%	1151
2021 Q1	$254K	Buy	3,275 +339	+12%	+$26.7K	﹤0.01%	1070
2020 Q4	$231K	Sell	2,936 -505	-15%	-$36.8K	﹤0.01%	1035
2020 Q3	$228K	Buy	3,441 +40	+1%	+$2.56K	﹤0.01%	981
2020 Q2	$217K	Sell	3,401 -476	-12%	-$28.7K	﹤0.01%	948
2020 Q1	$221K	Sell	3,877 -535	-12%	-$44K	0.01%	860
2019 Q4	$380K	Sell	4,412 -147	-3%	-$11.8K	0.01%	803
2019 Q3	$332K	Buy	4,559 +1,263	+38%	+$86.6K	0.01%	871
2019 Q2	$209K	Hold	3,296	–	–	﹤0.01%	1054
2019 Q1	$247K	Buy	3,296 +100	+3%	+$7.08K	0.01%	982
2018 Q4	$235K	Sell	3,196 -144	-4%	-$11K	0.01%	934
2018 Q3	$222K	Hold	3,340	–	–	0.01%	1034
2018 Q2	$229K	Buy	+3,340	New	+$218K	0.01%	779

Other funds holding LW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return