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Wealthgate Family Office’s Lamb Weston LW Stock Holding History

Wealthgate Family Office’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
-6,877
Closed -$578K – 23
2024
Q2 		$578K Hold
6,877
– – 1.42% 11
2024
Q1 		$733K Hold
6,877
– – 1.9% 9
2023
Q4 		$743K Hold
6,877
– – 2.06% 8
2023
Q3 		$636K Hold
6,877
– – 1.98% 8
2023
Q2 		$791K Hold
6,877
– – 2.31% 8
2023
Q1 		$719K Hold
6,877
– – 2.07% 9
2022
Q4 		$615K Hold
6,877
– – 1.67% 9
2022
Q3 		$532K Hold
6,877
– – 1.41% 9
2022
Q2 		$491K Hold
6,877
– – 1.21% 10
2022
Q1 		$412K Hold
6,877
– – 0.83% 14
2021
Q4 		$436K Buy
+6,877
New +$397K 0.68% 16

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wealthgate Family Office's LW Position: Q3 2024 in Review

Wealthgate Family Office sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 6,877 shares — an estimated $578K sold.

Wealthgate Family Office first reported a position in LW in Q4 2021 and held it in 11 quarters. The position peaked at $791K in Q2 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Wealthgate Family Office reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Wealthgate Family Office sold 6,877 Lamb Weston shares in Q3 2024, an estimated $578K.
  • Wealthgate Family Office first reported a position in Lamb Weston in Q4 2021 and held it in 11 quarters.
  • Wealthgate Family Office's Lamb Weston position peaked at $791K in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.