Sugarloaf Wealth Management’s Lamb Weston LW Stock Holding History

Sugarloaf Wealth Management’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 Q4	$22.1K	Hold	331	–	–	﹤0.01%	389
2024 Q3	$21.4K	Hold	331	–	–	﹤0.01%	405
2024 Q2	$27.8K	Hold	331	–	–	0.01%	355
2024 Q1	$35.3K	Hold	331	–	–	0.01%	333
2023 Q4	$35.8K	Hold	331	–	–	0.01%	321
2023 Q3	$30.6K	Hold	331	–	–	0.01%	339
2023 Q2	$38K	Hold	331	–	–	0.01%	323
2023 Q1	$34.6K	Hold	331	–	–	0.01%	332
2022 Q4	$29.6K	Hold	331	–	–	0.01%	358
2022 Q3	$26K	Hold	331	–	–	0.01%	384
2022 Q2	$24K	Hold	331	–	–	0.01%	391
2022 Q1	$20K	Hold	331	–	–	﹤0.01%	409
2021 Q4	$21K	Hold	331	–	–	0.01%	423
2021 Q3	$20K	Hold	331	–	–	0.01%	425
2021 Q2	$27K	Hold	331	–	–	0.01%	369
2021 Q1	$26	Hold	331	–	–	0.01%	363
2020 Q4	$26K	Hold	331	–	–	0.01%	340
2020 Q3	$22K	Hold	331	–	–	0.01%	342
2020 Q2	$21K	Hold	331	–	–	0.01%	346
2020 Q1	$19K	Hold	331	–	–	0.01%	338
2019 Q4	$28K	Buy	+331	New	+$26.7K	0.01%	323

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

CCP

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

Sugarloaf Wealth Management's LW Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Lamb Weston (LW) position steady in Q4 2024 at 331 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Sugarloaf Wealth Management first reported a position in LW in Q4 2019 and has held it in 21 quarters since. The position peaked at $38K in Q2 2023. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

Sugarloaf Wealth Management held 331 shares of Lamb Weston worth $22.1K as of Q4 2024.
Sugarloaf Wealth Management left its Lamb Weston share count unchanged in Q4 2024.
Lamb Weston made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #389 holding.
Sugarloaf Wealth Management first reported a position in Lamb Weston in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Lamb Weston position peaked at $38K in Q2 2023.
701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.