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Fulcrum Equity Management’s Leidos LDOS Stock Holding History

Fulcrum Equity 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
2024
Q1 		– Sell
-3,050
Closed -$330K – 113
2023
Q4 		$330K Sell
3,050
-330
-10% -$33.6K 0.41% 68
2023
Q3 		$312K Hold
3,380
– – 0.36% 68
2023
Q2 		$299K Buy
+3,380
New +$288K 0.35% 73

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Equity Management's LDOS Position: Q1 2024 in Review

Fulcrum Equity Management sold out of Leidos (LDOS) in Q1 2024, closing a stake of 3,050 shares — an estimated $330K sold.

Fulcrum Equity Management first reported a position in LDOS in Q2 2023 and held it in 3 quarters. The position peaked at $330K in Q4 2023. 668 funds tracked by Wall St. Rank hold LDOS as of Q1 2024.

  • Fulcrum Equity Management reported no remaining Leidos position as of Q1 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,050 Leidos shares in Q1 2024, an estimated $330K.
  • Fulcrum Equity Management first reported a position in Leidos in Q2 2023 and held it in 3 quarters.
  • Fulcrum Equity Management's Leidos position peaked at $330K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Leidos as of Q1 2024.

Based on Fulcrum Equity Management's 13F filing for Q1 2024, filed 24 Apr 2024.