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Lee Financial’s Landstar System LSTR Stock Holding History

Lee Financial’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
Q1 		– Sell
-141
Closed -$23K – 890
2022
Q4 		$23K Hold
141
– – ﹤0.01% 325
2022
Q3 		$20K Hold
141
– – ﹤0.01% 334
2022
Q2 		$21K Hold
141
– – ﹤0.01% 329
2022
Q1 		$21K Hold
141
– – ﹤0.01% 331
2021
Q4 		$25K Buy
+141
New +$24.2K ﹤0.01% 335

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's LSTR Position: Q1 2023 in Review

Lee Financial sold out of Landstar System (LSTR) in Q1 2023, closing a stake of 141 shares — an estimated $23K sold.

Lee Financial first reported a position in LSTR in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 446 funds tracked by Wall St. Rank hold LSTR as of Q1 2023.

  • Lee Financial reported no remaining Landstar System position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 141 Landstar System shares in Q1 2023, an estimated $23K.
  • Lee Financial first reported a position in Landstar System in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Landstar System position peaked at $25K in Q4 2021.
  • 446 funds tracked by Wall St. Rank held Landstar System as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.