Heritage Wealth Management (Arizona)’s Landstar System LSTR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$12.1K	Buy	74 +37	+100%	+$5.94K	﹤0.01%	746
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	760
2022 Q2	$5.38K	Hold	37	–	–	﹤0.01%	756
2022 Q1	$6K	Buy	+37	New	+$5.88K	﹤0.01%	775
2021 Q3	$6K	Hold	37	–	–	﹤0.01%	709
2021 Q2	$6K	Hold	37	–	–	﹤0.01%	726
2021 Q1	$6K	Buy	+37	New	+$5.75K	﹤0.01%	632

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LSTR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Landstar System (LSTR) stake by 100% in Q4 2022, buying an estimated $5.94K and bringing the position to 74 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Heritage Wealth Management (Arizona) first reported a position in LSTR in Q1 2021 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold LSTR as of Q4 2022.

Heritage Wealth Management (Arizona) held 74 shares of Landstar System worth $12.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 37 Landstar System shares in Q4 2022, an estimated $5.94K.
Landstar System made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #746 holding.
Heritage Wealth Management (Arizona) first reported a position in Landstar System in Q1 2021 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held Landstar System as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.