Iron Horse Wealth Management’s Levi Strauss LEVI Stock Holding History

Iron Horse Wealth Management’s Portfolio LEVI Stock Details LEVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,500	Closed	-$98.1K	–	518
2024 Q3	$98.1K	Hold	4,500	–	–	0.03%	68
2024 Q2	$86.8K	Hold	4,500	–	–	0.03%	67
2024 Q1	$90K	Hold	4,500	–	–	0.04%	63
2023 Q4	$74.4K	Hold	4,500	–	–	0.03%	67
2023 Q3	$61.1K	Hold	4,500	–	–	0.03%	71
2023 Q2	$64.9K	Hold	4,500	–	–	0.03%	68
2023 Q1	$82K	Hold	4,500	–	–	0.04%	63
2022 Q4	$70K	Sell	4,500 -200	-4%	-$3.11K	0.04%	65
2022 Q3	$68K	Hold	4,700	–	–	0.1%	35
2022 Q2	$77K	Buy	4,700 +200	+4%	+$3.61K	0.04%	58
2022 Q1	$89K	Buy	+4,500	New	+$97.1K	0.05%	59

Other funds holding LEVI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Iron Horse Wealth Management's LEVI Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Levi Strauss (LEVI) in Q4 2024, closing a stake of 4,500 shares — an estimated $98.1K sold.

Iron Horse Wealth Management first reported a position in LEVI in Q1 2022 and held it in 11 quarters. The position peaked at $98.1K in Q3 2024. 232 funds tracked by Wall St. Rank hold LEVI as of Q4 2024.

Iron Horse Wealth Management reported no remaining Levi Strauss position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 4,500 Levi Strauss shares in Q4 2024, an estimated $98.1K.
Iron Horse Wealth Management first reported a position in Levi Strauss in Q1 2022 and held it in 11 quarters.
Iron Horse Wealth Management's Levi Strauss position peaked at $98.1K in Q3 2024.
232 funds tracked by Wall St. Rank held Levi Strauss as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.