Waldron Private Wealth’s Lamb Weston LW Stock Holding History

Waldron Private Wealth’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	-6,395	Closed	-$691K	–	443
2023 Q4	$691K	Buy	6,395 +16	+0.3%	+$1.54K	0.03%	194
2023 Q3	$590K	Sell	6,379 -22	-0.3%	-$2.23K	0.03%	200
2023 Q2	$736K	Sell	6,401 -119	-2%	-$13.3K	0.04%	184
2023 Q1	$681K	Buy	6,520 +3,702	+131%	+$366K	0.03%	215
2022 Q4	$218K	Hold	2,818	–	–	0.01%	345
2022 Q3	$218K	Buy	+2,818	New	+$220K	0.01%	347

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

Waldron Private Wealth's LW Position: Q1 2024 in Review

Waldron Private Wealth sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 6,395 shares — an estimated $691K sold.

Waldron Private Wealth first reported a position in LW in Q3 2022 and held it in 6 quarters. The position peaked at $736K in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

Waldron Private Wealth reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
Waldron Private Wealth sold 6,395 Lamb Weston shares in Q1 2024, an estimated $691K.
Waldron Private Wealth first reported a position in Lamb Weston in Q3 2022 and held it in 6 quarters.
Waldron Private Wealth's Lamb Weston position peaked at $736K in Q2 2023.
790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.