B. Riley Wealth Advisors’s Landstar System LSTR Stock Holding History

B. Riley Wealth Advisors’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 Q4	$216K	Sell	1,258 -190	-13%	-$34.7K	0.01%	1010
2024 Q3	$271K	Sell	1,448 -19	-1%	-$3.5K	0.01%	1008
2024 Q2	$271K	Sell	1,467 -1,087	-43%	-$196K	0.01%	1078
2024 Q1	$452K	Buy	2,554 +1,070	+72%	+$203K	0.01%	841
2023 Q4	$287K	Sell	1,484 -1,070	-42%	-$189K	0.01%	1070
2023 Q3	$452K	Buy	2,554 +1,050	+70%	+$202K	0.01%	841
2023 Q2	$290K	Sell	1,504 -101	-6%	-$18.2K	0.01%	1139
2023 Q1	$288K	Buy	+1,605	New	+$282K	0.01%	1091
2022 Q4	–	Sell	-1,749	Closed	-$254K	–	1550
2022 Q3	$254K	Sell	1,749 -34	-2%	-$5.07K	0.01%	1103
2022 Q2	$260K	Buy	1,783 +1	+0.1%	+$149	0.01%	941
2022 Q1	$269K	Buy	+1,782	New	+$283K	0.01%	1065
2015 Q1	–	Sell	-547	Closed	-$40	–	1368
2014 Q4	$40	Buy	+547	New	+$40.6K	﹤0.01%	2202
2014 Q3	–	Sell	-1,105	Closed	-$70.7K	–	1353
2014 Q2	$70.7K	Buy	+1,105	New	+$69.2K	0.02%	872

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

B. Riley Wealth Advisors's LSTR Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Landstar System (LSTR) stake by 13% in Q4 2024, selling an estimated $34.7K and leaving 1,258 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1010.

B. Riley Wealth Advisors first reported a position in LSTR in Q2 2014 and has held it in 13 quarters since. The position peaked at $452K in Q1 2024. 457 funds tracked by Wall St. Rank hold LSTR as of Q4 2024.

B. Riley Wealth Advisors held 1,258 shares of Landstar System worth $216K as of Q4 2024.
B. Riley Wealth Advisors sold 190 Landstar System shares in Q4 2024, an estimated $34.7K.
Landstar System made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1010 holding.
B. Riley Wealth Advisors first reported a position in Landstar System in Q2 2014 and has held it in 13 quarters since.
B. Riley Wealth Advisors's Landstar System position peaked at $452K in Q1 2024.
457 funds tracked by Wall St. Rank held Landstar System as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.