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Steward Financial Group’s Lamb Weston LW Stock Holding History

Steward Financial Group’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
Q3 		$10K Sell
111
-2
-2% -$203 ﹤0.01% 383
2023
Q2 		$12K Buy
+113
New +$12.6K ﹤0.01% 334
2022
Q3 		– Sell
-50
Closed -$3K – 788
2022
Q2 		$3K Buy
+50
New +$3.3K ﹤0.01% 465

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Financial Group's LW Position: Q3 2023 in Review

Steward Financial Group reduced its Lamb Weston (LW) stake by 1.8% in Q3 2023, selling an estimated $203 and leaving 111 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Steward Financial Group first reported a position in LW in Q2 2022 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Steward Financial Group held 111 shares of Lamb Weston worth $10K as of Q3 2023.
  • Steward Financial Group sold 2 Lamb Weston shares in Q3 2023, an estimated $203.
  • Lamb Weston made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #383 holding.
  • Steward Financial Group first reported a position in Lamb Weston in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Lamb Weston position peaked at $12K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.