Values First Advisors’s Lamb Weston LW Stock Holding History

Values First 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
2023 Q1	–	Hold	0	–	–	–	381
2021 Q2	–	Sell	-5,362	Closed	-$415K	–	153
2021 Q1	$415K	Buy	5,362 +233	+5%	+$18.4K	0.31%	105
2020 Q4	$404K	Buy	5,129 +338	+7%	+$24.6K	0.32%	103
2020 Q3	$318K	Buy	4,791 +535	+13%	+$34.3K	0.29%	112
2020 Q2	$272K	Buy	+4,256	New	+$257K	0.27%	108

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LCOV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Values First Advisors's LW Position: Q1 2023 in Review

Values First Advisors held its Lamb Weston (LW) position steady in Q1 2023 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Values First Advisors first reported a position in LW in Q2 2020 and has held it in 4 quarters since. The position peaked at $415K in Q1 2021. 741 funds tracked by Wall St. Rank hold LW as of Q1 2023.

Values First Advisors held 0 shares of Lamb Weston worth $11 as of Q1 2023.
Values First Advisors left its Lamb Weston share count unchanged in Q1 2023.
Lamb Weston made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #381 holding.
Values First Advisors first reported a position in Lamb Weston in Q2 2020 and has held it in 4 quarters since.
Values First Advisors's Lamb Weston position peaked at $415K in Q1 2021.
741 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.