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Laurel Wealth Advisors (California)’s Landstar System LSTR Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$575K Buy
3,531
+105
+3% +$16.9K 0.06% 330
2022
Q3 		$494K Buy
3,426
+67
+2% +$9.98K 0.05% 344
2022
Q2 		$489K Sell
3,359
-781
-19% -$116K 0.05% 363
2022
Q1 		$624K Sell
4,140
-99
-2% -$15.7K 0.05% 353
2021
Q4 		$759K Buy
+4,239
New +$727K 0.06% 332

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LSTR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Landstar System (LSTR) stake by 3.1% in Q4 2022, buying an estimated $16.9K and bringing the position to 3,531 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #330.

Laurel Wealth Advisors (California) first reported a position in LSTR in Q4 2021 and has held it in 5 quarters since. The position peaked at $759K in Q4 2021. 436 funds tracked by Wall St. Rank hold LSTR as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,531 shares of Landstar System worth $575K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 105 Landstar System shares in Q4 2022, an estimated $16.9K.
  • Landstar System made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #330 holding.
  • Laurel Wealth Advisors (California) first reported a position in Landstar System in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Landstar System position peaked at $759K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Landstar System as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.