Tarbox Family Office’s Lamb Weston LW Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-78	Closed	-$5K	–	617
2022 Q1	$5K	Hold	78	–	–	﹤0.01%	537
2021 Q4	$5K	Hold	78	–	–	﹤0.01%	610
2021 Q3	$5K	Hold	78	–	–	﹤0.01%	637
2021 Q2	$6K	Hold	78	–	–	﹤0.01%	593
2021 Q1	$6K	Hold	78	–	–	﹤0.01%	519
2020 Q4	$6K	Hold	78	–	–	﹤0.01%	487
2020 Q3	$5K	Hold	78	–	–	﹤0.01%	482
2020 Q2	$5K	Hold	78	–	–	﹤0.01%	484
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	473
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	438
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	430
2019 Q2	$5K	Buy	78 +18	+30%	+$1.19K	﹤0.01%	456
2019 Q1	$4K	Hold	60	–	–	﹤0.01%	415
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	407
2018 Q3	$4K	Hold	60	–	–	﹤0.01%	419
2018 Q2	$4K	Hold	60	–	–	﹤0.01%	411
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	455
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	443
2017 Q3	$3K	Hold	60	–	–	﹤0.01%	443
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	434
2017 Q1	$3K	Buy	+60	New	+$2.37K	﹤0.01%	435

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return