Glassman Wealth Services’s Landstar System LSTR Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-202	Closed	-$39.1K	–	1102
2023 Q4	$39.1K	Buy	202 +2	+1%	+$354	0.01%	508
2023 Q3	$35.4K	Hold	200	–	–	0.01%	506
2023 Q2	$38.5K	Hold	200	–	–	0.01%	469
2023 Q1	$35.9K	Hold	200	–	–	0.01%	487
2022 Q4	$32.6K	Hold	200	–	–	0.01%	532
2022 Q3	$29K	Hold	200	–	–	0.01%	521
2022 Q2	$29K	Hold	200	–	–	0.01%	524
2022 Q1	$30K	Hold	200	–	–	0.01%	527
2021 Q4	$36K	Hold	200	–	–	0.01%	451
2021 Q3	$32K	Hold	200	–	–	0.01%	456
2021 Q2	$32K	Hold	200	–	–	0.01%	444
2021 Q1	$33K	Hold	200	–	–	0.01%	407
2020 Q4	$27K	Hold	200	–	–	0.01%	456
2020 Q3	$25K	Hold	200	–	–	0.01%	407
2020 Q2	$22K	Hold	200	–	–	0.01%	371
2020 Q1	$19K	Sell	200 -6	-3%	-$639	0.01%	352
2019 Q4	$23K	Buy	206 +6	+3%	+$677	0.01%	360
2019 Q3	$23K	Hold	200	–	–	0.01%	341
2019 Q2	$22K	Hold	200	–	–	0.01%	354
2019 Q1	$22K	Hold	200	–	–	0.01%	338
2018 Q4	$19K	Hold	200	–	–	0.01%	303
2018 Q3	$24K	Hold	200	–	–	0.01%	305
2018 Q2	$22K	Hold	200	–	–	0.01%	284
2018 Q1	$22K	Hold	200	–	–	0.01%	274
2017 Q4	$21K	Buy	+200	New	+$20.1K	0.01%	246

Other funds holding LSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Glassman Wealth Services sold out of Landstar System (LSTR) in Q1 2024, closing a stake of 202 shares — an estimated $39.1K sold.

Glassman Wealth Services first reported a position in LSTR in Q4 2017 and held it in 25 quarters. The position peaked at $39.1K in Q4 2023. 469 funds tracked by Wall St. Rank hold LSTR as of Q1 2024.

Glassman Wealth Services reported no remaining Landstar System position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 202 Landstar System shares in Q1 2024, an estimated $39.1K.
Glassman Wealth Services first reported a position in Landstar System in Q4 2017 and held it in 25 quarters.
Glassman Wealth Services's Landstar System position peaked at $39.1K in Q4 2023.
469 funds tracked by Wall St. Rank held Landstar System as of Q1 2024.

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