JWM
LAMR icon

Jeppson Wealth Management’s Lamar Advertising Co LAMR Stock Holding History

Jeppson Wealth Management’s Portfolio LAMR Stock Details LAMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,126
Closed -$211K – 192
2023
Q2 		$211K Buy
+2,126
New +$206K 0.09% 179
2022
Q4 		– Sell
-2,443
Closed -$202K – 209
2022
Q3 		$202K Sell
2,443
-50
-2% -$4.76K 0.09% 181
2022
Q2 		$219K Buy
+2,493
New +$253K 0.09% 169

Other funds holding LAMR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jeppson Wealth Management's LAMR Position: Q3 2023 in Review

Jeppson Wealth Management sold out of Lamar Advertising Co (LAMR) in Q3 2023, closing a stake of 2,126 shares — an estimated $211K sold.

Jeppson Wealth Management first reported a position in LAMR in Q2 2022 and held it in 3 quarters. The position peaked at $219K in Q2 2022. 453 funds tracked by Wall St. Rank hold LAMR as of Q3 2023.

  • Jeppson Wealth Management reported no remaining Lamar Advertising Co position as of Q3 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,126 Lamar Advertising Co shares in Q3 2023, an estimated $211K.
  • Jeppson Wealth Management first reported a position in Lamar Advertising Co in Q2 2022 and held it in 3 quarters.
  • Jeppson Wealth Management's Lamar Advertising Co position peaked at $219K in Q2 2022.
  • 453 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2023.

Based on Jeppson Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.