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Wilson & Boucher Capital Management’s Lamb Weston LW Stock Holding History

Wilson & Boucher Capital Management’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
Q3 		– Sell
-1,838
Closed -$211K – 108
2023
Q2 		$211K Buy
+1,838
New +$205K 0.19% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilson & Boucher Capital Management's LW Position: Q3 2023 in Review

Wilson & Boucher Capital Management sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 1,838 shares — an estimated $211K sold.

Wilson & Boucher Capital Management first reported a position in LW in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Wilson & Boucher Capital Management reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 1,838 Lamb Weston shares in Q3 2023, an estimated $211K.
  • Wilson & Boucher Capital Management first reported a position in Lamb Weston in Q2 2023 and held it in 1 quarter.
  • Wilson & Boucher Capital Management's Lamb Weston position peaked at $211K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Wilson & Boucher Capital Management's 13F filing for Q3 2023, filed 16 Nov 2023.