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AE Wealth Management’s Landstar System LSTR Stock Holding History

AE Wealth Management’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,043
Closed -$206K – 1637
2023
Q4 		$206K Sell
1,043
-217
-17% -$38.4K ﹤0.01% 1880
2023
Q3 		$223K Buy
+1,260
New +$242K ﹤0.01% 1742
2022
Q3 		– Sell
-3,672
Closed -$534K – 1820
2022
Q2 		$534K Buy
3,672
+78
+2% +$11.6K ﹤0.01% 1164
2022
Q1 		$542K Buy
+3,594
New +$571K ﹤0.01% 1203

Other funds holding LSTR

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's LSTR Position: Q1 2024 in Review

AE Wealth Management sold out of Landstar System (LSTR) in Q1 2024, closing a stake of 1,043 shares — an estimated $206K sold.

AE Wealth Management first reported a position in LSTR in Q1 2022 and held it in 4 quarters. The position peaked at $542K in Q1 2022. 469 funds tracked by Wall St. Rank hold LSTR as of Q1 2024.

  • AE Wealth Management reported no remaining Landstar System position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,043 Landstar System shares in Q1 2024, an estimated $206K.
  • AE Wealth Management first reported a position in Landstar System in Q1 2022 and held it in 4 quarters.
  • AE Wealth Management's Landstar System position peaked at $542K in Q1 2022.
  • 469 funds tracked by Wall St. Rank held Landstar System as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.