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United Capital Financial Advisors’s Lamb Weston LW Stock Holding History

United Capital Financial Advisors’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
2025
Q1 		– Sell
-5,613
Closed -$375K – 1097
2024
Q4 		$375K Buy
5,613
+1,668
+42% +$124K ﹤0.01% 819
2024
Q3 		$255K Buy
3,945
+462
+13% +$30.5K ﹤0.01% 932
2024
Q2 		$293K Buy
+3,483
New +$297K ﹤0.01% 867
2020
Q3 		– Sell
-9,440
Closed -$604K – 1200
2020
Q2 		$604K Buy
+9,440
New +$570K ﹤0.01% 803
2020
Q1 		– Sell
-69,595
Closed -$5.99M – 1297
2019
Q4 		$5.99M Sell
69,595
-12,248
-15% -$987K 0.04% 394
2019
Q3 		$5.95M Buy
81,843
+25,539
+45% +$1.75M 0.04% 370
2019
Q2 		$3.57M Sell
56,304
-32,482
-37% -$2.14M 0.02% 481
2019
Q1 		$6.65M Buy
88,786
+78,821
+791% +$5.58M 0.05% 357
2018
Q4 		$733K Sell
9,965
-314
-3% -$24K 0.01% 792
2018
Q3 		$685K Buy
10,279
+29
+0.3% +$1.99K ﹤0.01% 887
2018
Q2 		$702K Buy
10,250
+39
+0.4% +$2.55K 0.01% 852
2018
Q1 		$594K Sell
10,211
-419
-4% -$23.7K ﹤0.01% 916
2017
Q4 		$600K Sell
10,630
-644
-6% -$33.9K ﹤0.01% 910
2017
Q3 		$529K Sell
11,274
-372
-3% -$16.7K ﹤0.01% 939
2017
Q2 		$513K Sell
11,646
-2,007
-15% -$88.2K ﹤0.01% 917
2017
Q1 		$574K Sell
13,653
-247
-2% -$9.74K 0.01% 882
2016
Q4 		$526K Buy
+13,900
New +$474K 0.01% 927

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

United Capital Financial Advisors's LW Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 5,613 shares — an estimated $375K sold.

United Capital Financial Advisors first reported a position in LW in Q4 2016 and held it in 17 quarters. The position peaked at $6.65M in Q1 2019. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • United Capital Financial Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,613 Lamb Weston shares in Q1 2025, an estimated $375K.
  • United Capital Financial Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 17 quarters.
  • United Capital Financial Advisors's Lamb Weston position peaked at $6.65M in Q1 2019.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.