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Vestmark Advisory Solutions’s Lamb Weston LW Stock Holding History

Vestmark Advisory Solutions’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
-8,698
Closed -$731K – 574
2024
Q2 		$731K Buy
+8,698
New +$742K 0.03% 349
2021
Q4 		– Sell
-5,622
Closed -$345K – 862
2021
Q3 		$345K Buy
5,622
+655
+13% +$44.4K 0.02% 618
2021
Q2 		$401K Buy
4,967
+1,202
+32% +$96.3K 0.03% 544
2021
Q1 		$292K Buy
3,765
+701
+23% +$55.3K 0.03% 604
2020
Q4 		$241K Buy
+3,064
New +$223K 0.03% 535

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
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

Vestmark Advisory Solutions's LW Position: Q3 2024 in Review

Vestmark Advisory Solutions sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 8,698 shares — an estimated $731K sold.

Vestmark Advisory Solutions first reported a position in LW in Q4 2020 and held it in 5 quarters. The position peaked at $731K in Q2 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Vestmark Advisory Solutions reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 8,698 Lamb Weston shares in Q3 2024, an estimated $731K.
  • Vestmark Advisory Solutions first reported a position in Lamb Weston in Q4 2020 and held it in 5 quarters.
  • Vestmark Advisory Solutions's Lamb Weston position peaked at $731K in Q2 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.