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Homrich & Berg’s Leidos LDOS Stock Holding History

Homrich & Berg’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
2020
Q4 		– Sell
-2,249
Closed -$200K – 404
2020
Q3 		$200K Hold
2,249
– – 0.01% 324
2020
Q2 		$211K Hold
2,249
– – 0.01% 292
2020
Q1 		$206K Sell
2,249
-184
-8% -$18.6K 0.01% 280
2019
Q4 		$238K Buy
+2,433
New +$214K 0.01% 325
2014
Q1 		– Sell
-9,819
Closed -$456K – 203
2013
Q4 		$456K Buy
+9,819
New +$453K 0.06% 120
2013
Q3 		– Sell
-16,290
Closed -$560K – 136
2013
Q2 		$560K Buy
+16,290
New +$579K 0.1% 84

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Homrich & Berg's LDOS Position: Q4 2020 in Review

Homrich & Berg sold out of Leidos (LDOS) in Q4 2020, closing a stake of 2,249 shares — an estimated $200K sold.

Homrich & Berg first reported a position in LDOS in Q2 2013 and held it in 6 quarters. The position peaked at $560K in Q2 2013. 573 funds tracked by Wall St. Rank hold LDOS as of Q4 2020.

  • Homrich & Berg reported no remaining Leidos position as of Q4 2020 after selling out during the quarter.
  • Homrich & Berg sold 2,249 Leidos shares in Q4 2020, an estimated $200K.
  • Homrich & Berg first reported a position in Leidos in Q2 2013 and held it in 6 quarters.
  • Homrich & Berg's Leidos position peaked at $560K in Q2 2013.
  • 573 funds tracked by Wall St. Rank held Leidos as of Q4 2020.

Based on Homrich & Berg's 13F filing for Q4 2020, filed 16 Feb 2021.