LIG
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Lokken Investment Group’s Tyson Foods TSN Stock Holding History

Lokken Investment Group’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,956
Closed -$553K – 146
2023
Q3 		$553K Sell
10,956
-1,375
-11% -$73.2K 0.36% 66
2023
Q2 		$629K Buy
+12,331
New +$671K 0.41% 59

Other funds holding TSN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lokken Investment Group's TSN Position: Q4 2023 in Review

Lokken Investment Group sold out of Tyson Foods (TSN) in Q4 2023, closing a stake of 10,956 shares — an estimated $553K sold.

Lokken Investment Group first reported a position in TSN in Q2 2023 and held it in 2 quarters. The position peaked at $629K in Q2 2023. 755 funds tracked by Wall St. Rank hold TSN as of Q4 2023.

  • Lokken Investment Group reported no remaining Tyson Foods position as of Q4 2023 after selling out during the quarter.
  • Lokken Investment Group sold 10,956 Tyson Foods shares in Q4 2023, an estimated $553K.
  • Lokken Investment Group first reported a position in Tyson Foods in Q2 2023 and held it in 2 quarters.
  • Lokken Investment Group's Tyson Foods position peaked at $629K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held Tyson Foods as of Q4 2023.

Based on Lokken Investment Group's 13F filing for Q4 2023, filed 13 Feb 2024.