Number of Shares
20,000.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
3.39%
Total Estimate Gain
$-455,050.00
% of Total Estimate Gain
-31.06%

Monongahela All Cap Value Fund's Lamb Weston Holdings Inc Holding Summary

As of 2025-04-30, FORUM FUNDS held 20,000.00 shares of Lamb Weston Holdings Inc(LW), totaling $1.06 Mil. This investment constitutes 3.39% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding Lamb Weston Holdings Inc(LW) stock.

The initial trade took place in 2024Q2. And since then Monongahela All Cap Value Fund has made 5 purchases of LW, at an average price of $73.24, for a total of 20,000.00 shares. Based on historical transaction data and LW's current price of $50.49, Monongahela All Cap Value Fund's estimated gain on his LW holdings is $-455,050.00, reflecting a -31.06% gain to date.

Monongahela All Cap Value Fund LW ($50.49) Holding Chart

Monongahela All Cap Value Fund LW ($50.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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