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Institute for Wealth Management’s Landstar System LSTR Stock Holding History

Institute for Wealth Management’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
Q4 		– Sell
-1,324
Closed -$250K – 545
2024
Q3 		$250K Buy
+1,324
New +$244K 0.03% 461

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Institute for Wealth Management's LSTR Position: Q4 2024 in Review

Institute for Wealth Management sold out of Landstar System (LSTR) in Q4 2024, closing a stake of 1,324 shares — an estimated $250K sold.

Institute for Wealth Management first reported a position in LSTR in Q3 2024 and held it in 1 quarter. The position peaked at $250K in Q3 2024. 457 funds tracked by Wall St. Rank hold LSTR as of Q4 2024.

  • Institute for Wealth Management reported no remaining Landstar System position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 1,324 Landstar System shares in Q4 2024, an estimated $250K.
  • Institute for Wealth Management first reported a position in Landstar System in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Landstar System position peaked at $250K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held Landstar System as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.