Cary Street Partners Investment Advisory’s Landstar System LSTR Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-565	Closed	-$100K	–	1317
2023 Q3	$100K	Buy	565 +315	+126%	+$60.5K	0.01%	704
2023 Q2	$48.1K	Hold	250	–	–	﹤0.01%	824
2023 Q1	$44.8K	Hold	250	–	–	﹤0.01%	775
2022 Q4	$40.7K	Buy	+250	New	+$40.1K	﹤0.01%	794
2021 Q3	–	Sell	-250	Closed	-$40K	–	280
2021 Q2	$40K	Hold	250	–	–	0.01%	293
2021 Q1	$41K	Buy	+250	New	+$38.8K	0.02%	273
2020 Q4	–	Sell	-4,755	Closed	-$597K	–	652
2020 Q3	$597K	Buy	+4,755	New	+$599K	0.13%	161

Other funds holding LSTR

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Cary Street Partners Investment Advisory's LSTR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Landstar System (LSTR) in Q4 2023, closing a stake of 565 shares — an estimated $100K sold.

Cary Street Partners Investment Advisory first reported a position in LSTR in Q3 2020 and held it in 7 quarters. The position peaked at $597K in Q3 2020. 466 funds tracked by Wall St. Rank hold LSTR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Landstar System position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 565 Landstar System shares in Q4 2023, an estimated $100K.
Cary Street Partners Investment Advisory first reported a position in Landstar System in Q3 2020 and held it in 7 quarters.
Cary Street Partners Investment Advisory's Landstar System position peaked at $597K in Q3 2020.
466 funds tracked by Wall St. Rank held Landstar System as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.