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Essex Investment Management’s Leidos LDOS Stock Holding History

Essex Investment 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
2023
Q1 		– Sell
-11,545
Closed -$1.21M – 409
2022
Q4 		$1.21M Buy
+11,545
New +$1.18M 0.19% 170
2018
Q4 		– Sell
-25,483
Closed -$1.76M – 502
2018
Q3 		$1.76M Sell
25,483
-4,655
-15% -$316K 0.21% 152
2018
Q2 		$1.78M Sell
30,138
-15,994
-35% -$997K 0.22% 135
2018
Q1 		$3.02M Buy
46,132
+8,301
+22% +$548K 0.4% 66
2017
Q4 		$2.44M Buy
+37,831
New +$2.37M 0.32% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Essex Investment Management's LDOS Position: Q1 2023 in Review

Essex Investment Management sold out of Leidos (LDOS) in Q1 2023, closing a stake of 11,545 shares — an estimated $1.21M sold.

Essex Investment Management first reported a position in LDOS in Q4 2017 and held it in 5 quarters. The position peaked at $3.02M in Q1 2018. 565 funds tracked by Wall St. Rank hold LDOS as of Q1 2023.

  • Essex Investment Management reported no remaining Leidos position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 11,545 Leidos shares in Q1 2023, an estimated $1.21M.
  • Essex Investment Management first reported a position in Leidos in Q4 2017 and held it in 5 quarters.
  • Essex Investment Management's Leidos position peaked at $3.02M in Q1 2018.
  • 565 funds tracked by Wall St. Rank held Leidos as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.