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Formidable Asset Management’s Landstar System LSTR Stock Holding History

Formidable 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
2023
Q1 		– Sell
-2,165
Closed -$353K – 334
2022
Q4 		$353K Sell
2,165
-1,000
-32% -$161K 0.08% 210
2022
Q3 		$457K Buy
3,165
+75
+2% +$11.2K 0.11% 170
2022
Q2 		$449K Buy
3,090
+1,530
+98% +$228K 0.1% 181
2022
Q1 		$235K Sell
1,560
-840
-35% -$134K 0.05% 285
2021
Q4 		$430K Buy
2,400
+240
+11% +$41.2K 0.08% 200
2021
Q3 		$341K Buy
+2,160
New +$345K 0.06% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Formidable Asset Management's LSTR Position: Q1 2023 in Review

Formidable Asset Management sold out of Landstar System (LSTR) in Q1 2023, closing a stake of 2,165 shares — an estimated $353K sold.

Formidable Asset Management first reported a position in LSTR in Q3 2021 and held it in 6 quarters. The position peaked at $457K in Q3 2022. 446 funds tracked by Wall St. Rank hold LSTR as of Q1 2023.

  • Formidable Asset Management reported no remaining Landstar System position as of Q1 2023 after selling out during the quarter.
  • Formidable Asset Management sold 2,165 Landstar System shares in Q1 2023, an estimated $353K.
  • Formidable Asset Management first reported a position in Landstar System in Q3 2021 and held it in 6 quarters.
  • Formidable Asset Management's Landstar System position peaked at $457K in Q3 2022.
  • 446 funds tracked by Wall St. Rank held Landstar System as of Q1 2023.

Based on Formidable Asset Management's 13F filing for Q1 2023, filed 9 May 2023.