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WealthPLAN Partners’s Lamb Weston LW Stock Holding History

WealthPLAN Partners’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
-3,517
Closed -$296K – 280
2024
Q2 		$296K Sell
3,517
-22
-0.6% -$1.88K 0.03% 255
2024
Q1 		$377K Buy
3,539
+1
+0% +$104 0.04% 228
2023
Q4 		$382K Sell
3,538
-1,048
-23% -$101K 0.04% 246
2023
Q3 		$424K Buy
4,586
+2,416
+111% +$245K 0.05% 226
2023
Q2 		$249K Sell
2,170
-562
-21% -$62.7K 0.04% 262
2023
Q1 		$286K Sell
2,732
-4,830
-64% -$478K 0.03% 258
2022
Q4 		$751K Buy
+7,562
New +$643K 0.05% 204
2022
Q1 		$513K Buy
7,767
+144
+2% +$8.95K 0.04% 245
2021
Q4 		$489K Hold
7,623
– – 0.03% 256
2021
Q3 		$430K Buy
7,623
+16
+0.2% +$1.08K 0.03% 272
2021
Q2 		$503K Buy
7,607
+495
+7% +$39.6K 0.04% 235
2021
Q1 		$561K Sell
7,112
-21
-0.3% -$1.66K 0.04% 209
2020
Q4 		$565K Buy
7,133
+8
+0.1% +$583 0.05% 202
2020
Q3 		$509K Buy
7,125
+9
+0.1% +$576 0.05% 195
2020
Q2 		$460K Buy
7,116
+8
+0.1% +$483 0.05% 195
2020
Q1 		$387K Buy
7,108
+7
+0.1% +$575 0.05% 178
2019
Q4 		$671K Sell
7,101
-1,597
-18% -$129K 0.08% 139
2019
Q3 		$705K Buy
8,698
+4,101
+89% +$281K 0.1% 128
2019
Q2 		$309K Buy
4,597
+13
+0.3% +$858 0.05% 180
2019
Q1 		$307K Buy
4,584
+10
+0.2% +$708 0.05% 198
2018
Q4 		$318K Sell
4,574
-227
-5% -$17.4K 0.05% 188
2018
Q3 		$387K Buy
4,801
+11
+0.2% +$755 0.07% 168
2018
Q2 		$328K Sell
4,790
-385
-7% -$25.2K 0.07% 184
2018
Q1 		$302K Buy
5,175
+493
+11% +$27.9K 0.07% 204
2017
Q4 		$264K Hold
4,682
– – 0.07% 170
2017
Q3 		$220K Hold
4,682
– – 0.06% 172
2017
Q2 		$206K Buy
+4,682
New +$206K 0.06% 168

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

WealthPLAN Partners's LW Position: Q3 2024 in Review

WealthPLAN Partners sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 3,517 shares — an estimated $296K sold.

WealthPLAN Partners first reported a position in LW in Q2 2017 and held it in 27 quarters. The position peaked at $751K in Q4 2022. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • WealthPLAN Partners reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 3,517 Lamb Weston shares in Q3 2024, an estimated $296K.
  • WealthPLAN Partners first reported a position in Lamb Weston in Q2 2017 and held it in 27 quarters.
  • WealthPLAN Partners's Lamb Weston position peaked at $751K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.