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Glassman Wealth Services’s Leidos LDOS Stock Holding History

Glassman Wealth Services’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
-268
Closed -$29K – 1068
2023
Q4 		$29K Sell
268
-9
-3% -$917 ﹤0.01% 599
2023
Q3 		$25.5K Hold
277
– – ﹤0.01% 596
2023
Q2 		$24.5K Sell
277
-13
-4% -$1.11K ﹤0.01% 575
2023
Q1 		$26.7K Buy
290
+25
+9% +$2.42K ﹤0.01% 564
2022
Q4 		$27.9K Sell
265
-5
-2% -$512 0.01% 573
2022
Q3 		$24K Sell
270
-22
-8% -$2.15K 0.01% 568
2022
Q2 		$29K Hold
292
– – 0.01% 523
2022
Q1 		$32K Sell
292
-34
-10% -$3.28K 0.01% 509
2021
Q4 		$29K Buy
326
+91
+39% +$8.52K 0.01% 522
2021
Q3 		$23K Sell
235
-4
-2% -$397 ﹤0.01% 546
2021
Q2 		$24K Buy
239
+8
+3% +$821 0.01% 526
2021
Q1 		$22K Sell
231
-11
-5% -$1.11K ﹤0.01% 502
2020
Q4 		$25K Sell
242
-3
-1% -$288 0.01% 471
2020
Q3 		$22K Buy
245
+9
+4% +$813 0.01% 430
2020
Q2 		$22K Buy
236
+6
+3% +$591 0.01% 370
2020
Q1 		$21K Buy
230
+18
+8% +$1.82K 0.01% 334
2019
Q4 		$21K Buy
212
+3
+1% +$264 0.01% 372
2019
Q3 		$18K Hold
209
– – 0.01% 369
2019
Q2 		$17K Buy
+209
New +$15.3K 0.01% 386

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

Glassman Wealth Services's LDOS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Leidos (LDOS) in Q1 2024, closing a stake of 268 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in LDOS in Q2 2019 and held it in 19 quarters. The position peaked at $32K in Q1 2022. 668 funds tracked by Wall St. Rank hold LDOS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Leidos position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 268 Leidos shares in Q1 2024, an estimated $29K.
  • Glassman Wealth Services first reported a position in Leidos in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Leidos position peaked at $32K in Q1 2022.
  • 668 funds tracked by Wall St. Rank held Leidos as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.