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Toth Financial Advisory’s Lamb Weston LW Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-400
Closed -$41.8K – 842
2023
Q1 		$41.8K Sell
400
-9,000
-96% -$890K 0.01% 292
2022
Q4 		$840K Buy
+9,400
New +$800K 0.14% 117

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Toth Financial Advisory's LW Position: Q2 2023 in Review

Toth Financial Advisory sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 400 shares — an estimated $41.8K sold.

Toth Financial Advisory first reported a position in LW in Q4 2022 and held it in 2 quarters. The position peaked at $840K in Q4 2022. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • Toth Financial Advisory reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 400 Lamb Weston shares in Q2 2023, an estimated $41.8K.
  • Toth Financial Advisory first reported a position in Lamb Weston in Q4 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Lamb Weston position peaked at $840K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.