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Moneta Group Investment Advisors’s Landstar System LSTR Stock Holding History

Moneta Group 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
2024
Q3 		– Sell
-1,117
Closed -$206K – 659
2024
Q2 		$206K Buy
+1,117
New +$201K ﹤0.01% 572
2015
Q4 		– Sell
-85
Closed -$5K – 296
2015
Q3 		$5K Buy
+85
New +$5.79K ﹤0.01% 482

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's LSTR Position: Q3 2024 in Review

Moneta Group Investment Advisors sold out of Landstar System (LSTR) in Q3 2024, closing a stake of 1,117 shares — an estimated $206K sold.

Moneta Group Investment Advisors first reported a position in LSTR in Q3 2015 and held it in 2 quarters. The position peaked at $206K in Q2 2024. 468 funds tracked by Wall St. Rank hold LSTR as of Q3 2024.

  • Moneta Group Investment Advisors reported no remaining Landstar System position as of Q3 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,117 Landstar System shares in Q3 2024, an estimated $206K.
  • Moneta Group Investment Advisors first reported a position in Landstar System in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Landstar System position peaked at $206K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held Landstar System as of Q3 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.