Financial Gravity Asset Management’s Landstar System LSTR Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$312	–	2017
2024 Q1	$312	Buy	+2	New	+$380	﹤0.01%	1522
2023 Q3	–	Sell	-193	Closed	-$1.09K	–	1542
2023 Q2	$1.09K	Buy	193 +14	+8%	+$2.53K	﹤0.01%	790
2023 Q1	$2	Buy	179 +16	+10%	+$2.81K	﹤0.01%	999
2022 Q4	$190	Buy	+163	New	+$26.2K	﹤0.01%	972
2020 Q1	–	Sell	-33	Closed	-$114K	–	1261
2019 Q4	$114K	Hold	33	–	–	0.08%	269
2019 Q3	$4K	Buy	+33	New	+$3.63K	﹤0.01%	748
2018 Q3	$1K	Sell	9 -3	-25%	-$347	﹤0.01%	1176
2018 Q2	$1K	Sell	12 -9	-43%	-$989	﹤0.01%	1202
2018 Q1	$2K	Buy	+21	New	+$2.3K	﹤0.01%	968

Other funds holding LSTR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Financial Gravity Asset Management's LSTR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 2 shares — an estimated $312 sold.

Financial Gravity Asset Management first reported a position in LSTR in Q1 2018 and held it in 9 quarters. The position peaked at $114K in Q4 2019. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Landstar System shares in Q2 2024, an estimated $312.
Financial Gravity Asset Management first reported a position in Landstar System in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Landstar System position peaked at $114K in Q4 2019.
462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.