SIA
LW icon

Strategic Investment Advisors’s Lamb Weston LW Stock Holding History

Strategic Investment 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
2023
Q4 		– Sell
-4,015
Closed -$371K – 246
2023
Q3 		$371K Buy
+4,015
New +$407K 0.06% 190

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Investment Advisors's LW Position: Q4 2023 in Review

Strategic Investment Advisors sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 4,015 shares — an estimated $371K sold.

Strategic Investment Advisors first reported a position in LW in Q3 2023 and held it in 1 quarter. The position peaked at $371K in Q3 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • Strategic Investment Advisors reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 4,015 Lamb Weston shares in Q4 2023, an estimated $371K.
  • Strategic Investment Advisors first reported a position in Lamb Weston in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Advisors's Lamb Weston position peaked at $371K in Q3 2023.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on Strategic Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.