Tradition Wealth Management’s Lamb Weston LW Stock Holding History

Tradition 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 Q1	–	Sell	-177	Closed	-$19K	–	853
2023 Q4	$19K	Hold	177	–	–	﹤0.01%	856
2023 Q3	$16K	Buy	177 +1	+0.6%	+$101	﹤0.01%	902
2023 Q2	$20K	Hold	176	–	–	﹤0.01%	880
2023 Q1	$18K	Buy	176 +112	+175%	+$11.1K	﹤0.01%	856
2022 Q4	$6K	Hold	64	–	–	﹤0.01%	1016
2022 Q3	$5K	Hold	64	–	–	﹤0.01%	1073
2022 Q2	$5K	Hold	64	–	–	﹤0.01%	958
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	1076
2021 Q4	$4K	Hold	64	–	–	﹤0.01%	1092
2021 Q3	$4K	Sell	64 -32	-33%	-$2.17K	﹤0.01%	1082
2021 Q2	$8K	Buy	+96	New	+$7.69K	﹤0.01%	986
2021 Q1	–	Sell	-96	Closed	-$8K	–	931
2020 Q4	$8K	Buy	+96	New	+$6.99K	﹤0.01%	779

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

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

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

ACM

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

Tradition Wealth Management's LW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 177 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in LW in Q4 2020 and held it in 12 quarters. The position peaked at $20K in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

Tradition Wealth Management reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 177 Lamb Weston shares in Q1 2024, an estimated $19K.
Tradition Wealth Management first reported a position in Lamb Weston in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Lamb Weston position peaked at $20K in Q2 2023.
790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.