Waterloo Capital’s Lamb Weston LW Stock Holding History

Waterloo Capital’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 Q2	–	Sell	-1,936	Closed	-$202K	–	240
2023 Q1	$202K	Buy	+1,936	New	+$191K	0.06%	185

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Waterloo Capital's LW Position: Q2 2023 in Review

Waterloo Capital sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 1,936 shares — an estimated $202K sold.

Waterloo Capital first reported a position in LW in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

Waterloo Capital reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
Waterloo Capital sold 1,936 Lamb Weston shares in Q2 2023, an estimated $202K.
Waterloo Capital first reported a position in Lamb Weston in Q1 2023 and held it in 1 quarter.
Waterloo Capital's Lamb Weston position peaked at $202K in Q1 2023.
782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Waterloo Capital's 13F filing for Q2 2023, filed 11 Aug 2023.