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BerganKDV Wealth Management’s Leidos LDOS Stock Holding History

BerganKDV Wealth Management’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-350
Closed -$28K – 731
2019
Q2 		$28K Hold
350
– – 0.01% 385
2019
Q1 		$22K Buy
+350
New +$21.1K ﹤0.01% 426

Other funds holding LDOS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's LDOS Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Leidos (LDOS) in Q3 2019, closing a stake of 350 shares — an estimated $28K sold.

BerganKDV Wealth Management first reported a position in LDOS in Q1 2019 and held it in 2 quarters. The position peaked at $28K in Q2 2019. 493 funds tracked by Wall St. Rank hold LDOS as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Leidos position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 350 Leidos shares in Q3 2019, an estimated $28K.
  • BerganKDV Wealth Management first reported a position in Leidos in Q1 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Leidos position peaked at $28K in Q2 2019.
  • 493 funds tracked by Wall St. Rank held Leidos as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.