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Milestone Investment Advisors’s Landstar System LSTR Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-100
Closed -$17.7K – 299
2023
Q3 		$17.7K Buy
+100
New +$19.2K 0.01% 263
2023
Q2 		– Sell
-100
Closed -$17.9K – 293
2023
Q1 		$17.9K Buy
+100
New +$17.6K 0.01% 269

Other funds holding LSTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
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

Milestone Investment Advisors's LSTR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Landstar System (LSTR) in Q4 2023, closing a stake of 100 shares — an estimated $17.7K sold.

Milestone Investment Advisors first reported a position in LSTR in Q1 2023 and held it in 2 quarters. The position peaked at $17.9K in Q1 2023. 465 funds tracked by Wall St. Rank hold LSTR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Landstar System position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 Landstar System shares in Q4 2023, an estimated $17.7K.
  • Milestone Investment Advisors first reported a position in Landstar System in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Landstar System position peaked at $17.9K in Q1 2023.
  • 465 funds tracked by Wall St. Rank held Landstar System as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.