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Castle Wealth Management’s Landstar System LSTR Stock Holding History

Castle 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
2022
Q4 		– Sell
-247
Closed -$36K – 394
2022
Q3 		$36K Hold
247
– – 0.02% 255
2022
Q2 		$36K Buy
+247
New +$36.8K 0.02% 252

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Castle Wealth Management's LSTR Position: Q4 2022 in Review

Castle Wealth Management sold out of Landstar System (LSTR) in Q4 2022, closing a stake of 247 shares — an estimated $36K sold.

Castle Wealth Management first reported a position in LSTR in Q2 2022 and held it in 2 quarters. The position peaked at $36K in Q3 2022. 436 funds tracked by Wall St. Rank hold LSTR as of Q4 2022.

  • Castle Wealth Management reported no remaining Landstar System position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 247 Landstar System shares in Q4 2022, an estimated $36K.
  • Castle Wealth Management first reported a position in Landstar System in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Landstar System position peaked at $36K in Q3 2022.
  • 436 funds tracked by Wall St. Rank held Landstar System as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.