Berman Capital Advisors’s Landstar System LSTR Stock Holding History

Berman Capital 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
2021 Q3	$34K	Buy	221 +49	+28%	+$7.83K	0.01%	820
2021 Q2	$26K	Buy	172 +28	+19%	+$4.7K	﹤0.01%	809
2021 Q1	$22K	Buy	144 +11	+8%	+$1.71K	﹤0.01%	751
2020 Q4	$18K	Hold	133	–	–	﹤0.01%	704
2020 Q3	$16K	Sell	133 -1	-0.7%	-$126	﹤0.01%	650
2020 Q2	$15K	Buy	134 +85	+173%	+$9.08K	﹤0.01%	625
2020 Q1	$4K	Buy	49 +9	+23%	+$958	﹤0.01%	949
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	1030
2019 Q3	$4K	Hold	40	–	–	﹤0.01%	1008
2019 Q2	$4K	Hold	40	–	–	﹤0.01%	1023
2019 Q1	$4K	Buy	40 +20	+100%	+$2.11K	﹤0.01%	924
2018 Q4	$1K	Buy	+20	New	+$2.06K	﹤0.01%	1024

Other funds holding LSTR

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's LSTR Position: Q3 2021 in Review

Berman Capital Advisors increased its Landstar System (LSTR) stake by 28% in Q3 2021, buying an estimated $7.83K and bringing the position to 221 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #820.

Berman Capital Advisors first reported a position in LSTR in Q4 2018 and has held it in 12 quarters since. 406 funds tracked by Wall St. Rank hold LSTR as of Q3 2021.

Berman Capital Advisors held 221 shares of Landstar System worth $34K as of Q3 2021.
Berman Capital Advisors bought 49 Landstar System shares in Q3 2021, an estimated $7.83K.
Landstar System made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #820 holding.
Berman Capital Advisors first reported a position in Landstar System in Q4 2018 and has held it in 12 quarters since.
406 funds tracked by Wall St. Rank held Landstar System as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.