VeriStar Capital Management’s Lamb Weston LW Stock Holding History

VeriStar Capital 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 Q3	–	Sell	-251,901	Closed	-$21.2M	–	11
2024 Q2	$21.2M	Buy	251,901 +82,000	+48%	+$7M	12.7%	2
2024 Q1	$18.1M	Sell	169,901 -13,499	-7%	-$1.4M	9.5%	5
2023 Q4	$19.8M	Buy	183,400 +74,100	+68%	+$7.14M	13.06%	1
2023 Q3	$10.1M	Buy	109,300 +53,000	+94%	+$5.37M	8.61%	7
2023 Q2	$6.47M	Sell	56,300 -19,625	-26%	-$2.19M	5.41%	11
2023 Q1	$7.94M	Sell	75,925 -63,400	-46%	-$6.27M	7.24%	8
2022 Q4	$12.5M	Buy	139,325 +5,700	+4%	+$485K	12.01%	5
2022 Q3	$10.3M	Buy	133,625 +3,625	+3%	+$284K	11.49%	3
2022 Q2	$9.29M	Hold	130,000	–	–	8.51%	8
2022 Q1	$7.79M	Sell	130,000 -106,000	-45%	-$6.59M	6.7%	10
2021 Q4	$15M	Buy	+236,000	New	+$13.6M	12.01%	4

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

VeriStar Capital Management's LW Position: Q3 2024 in Review

VeriStar Capital Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 251,901 shares — an estimated $21.2M sold.

VeriStar Capital Management first reported a position in LW in Q4 2021 and held it in 11 quarters. The position peaked at $21.2M in Q2 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

VeriStar Capital Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
VeriStar Capital Management sold 251,901 Lamb Weston shares in Q3 2024, an estimated $21.2M.
VeriStar Capital Management first reported a position in Lamb Weston in Q4 2021 and held it in 11 quarters.
VeriStar Capital Management's Lamb Weston position peaked at $21.2M in Q2 2024.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on VeriStar Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.