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Stonehage Fleming Financial Services’s Lamb Weston LW Stock Holding History

Stonehage Fleming 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
2024
Q1 		– Sell
-5,755
Closed -$622K – 221
2023
Q4 		$622K Buy
5,755
+835
+17% +$80.4K 0.02% 84
2023
Q3 		$455K Buy
+4,920
New +$499K 0.04% 114
2018
Q3 		– Sell
-38,100
Closed -$2.61M – 230
2018
Q2 		$2.61M Buy
+38,100
New +$2.49M 0.12% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Stonehage Fleming Financial Services's LW Position: Q1 2024 in Review

Stonehage Fleming Financial Services sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 5,755 shares — an estimated $622K sold.

Stonehage Fleming Financial Services first reported a position in LW in Q2 2018 and held it in 3 quarters. The position peaked at $2.61M in Q2 2018. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • Stonehage Fleming Financial Services reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 5,755 Lamb Weston shares in Q1 2024, an estimated $622K.
  • Stonehage Fleming Financial Services first reported a position in Lamb Weston in Q2 2018 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's Lamb Weston position peaked at $2.61M in Q2 2018.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2024, filed 14 May 2024.