SP
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Successful Portfolios’s Lamb Weston LW Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-2,008
Closed -$214K – 166
2024
Q1 		$214K Sell
2,008
-5
-0.2% -$520 0.15% 147
2023
Q4 		$218K Buy
+2,013
New +$194K 0.16% 142
2023
Q3 		– Sell
-2,062
Closed -$237K – 156
2023
Q2 		$237K Hold
2,062
– – 0.2% 115
2023
Q1 		$216K Buy
+2,062
New +$204K 0.14% 169

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Successful Portfolios's LW Position: Q2 2024 in Review

Successful Portfolios sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 2,008 shares — an estimated $214K sold.

Successful Portfolios first reported a position in LW in Q1 2023 and held it in 4 quarters. The position peaked at $237K in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Successful Portfolios reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Successful Portfolios sold 2,008 Lamb Weston shares in Q2 2024, an estimated $214K.
  • Successful Portfolios first reported a position in Lamb Weston in Q1 2023 and held it in 4 quarters.
  • Successful Portfolios's Lamb Weston position peaked at $237K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.