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Kingsview Wealth Management’s Landstar System LSTR Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-6,081
Closed -$1.17M – 977
2023
Q2 		$1.17M Buy
6,081
+424
+7% +$76.6K 0.05% 360
2023
Q1 		$1.01M Buy
5,657
+2,545
+82% +$447K 0.04% 392
2022
Q4 		$507K Buy
+3,112
New +$500K 0.02% 506

Other funds holding LSTR

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's LSTR Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Landstar System (LSTR) in Q3 2023, closing a stake of 6,081 shares — an estimated $1.17M sold.

Kingsview Wealth Management first reported a position in LSTR in Q4 2022 and held it in 3 quarters. The position peaked at $1.17M in Q2 2023. 466 funds tracked by Wall St. Rank hold LSTR as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Landstar System position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,081 Landstar System shares in Q3 2023, an estimated $1.17M.
  • Kingsview Wealth Management first reported a position in Landstar System in Q4 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's Landstar System position peaked at $1.17M in Q2 2023.
  • 466 funds tracked by Wall St. Rank held Landstar System as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.