The Family Firm’s Lamb Weston LW Stock Holding History

The Family Firm’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 Q3	–	Sell	-430	Closed	-$36.2K	–	579
2024 Q2	$36.2K	Buy	+430	New	+$36.7K	0.01%	471

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

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

JPM

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

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

CCP

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

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

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

LCOV

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

The Family Firm's LW Position: Q3 2024 in Review

The Family Firm sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 430 shares — an estimated $36.2K sold.

The Family Firm first reported a position in LW in Q2 2024 and held it in 1 quarter. The position peaked at $36.2K in Q2 2024. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

The Family Firm reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 430 Lamb Weston shares in Q3 2024, an estimated $36.2K.
The Family Firm first reported a position in Lamb Weston in Q2 2024 and held it in 1 quarter.
The Family Firm's Lamb Weston position peaked at $36.2K in Q2 2024.
685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.