Newbridge Financial Services Group’s Landstar System LSTR Stock Holding History

Newbridge Financial Services Group’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
2025 Q1	–	Sell	-17	Closed	-$2.96K	–	1113
2024 Q4	$2.96K	Buy	+17	New	+$3.11K	﹤0.01%	926
2024 Q3	–	Sell	-17	Closed	-$3.17K	–	914
2024 Q2	$3.17K	Hold	17	–	–	﹤0.01%	906
2024 Q1	$3.31K	Sell	17 -11	-39%	-$2.09K	﹤0.01%	944
2023 Q4	$5.42K	Sell	28 -17	-38%	-$3.01K	﹤0.01%	843
2023 Q3	$7.96K	Buy	+45	New	+$8.64K	﹤0.01%	864

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's LSTR Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Landstar System (LSTR) in Q1 2025, closing a stake of 17 shares — an estimated $2.96K sold.

Newbridge Financial Services Group first reported a position in LSTR in Q3 2023 and held it in 5 quarters. The position peaked at $7.96K in Q3 2023. 439 funds tracked by Wall St. Rank hold LSTR as of Q1 2025.

Newbridge Financial Services Group reported no remaining Landstar System position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 17 Landstar System shares in Q1 2025, an estimated $2.96K.
Newbridge Financial Services Group first reported a position in Landstar System in Q3 2023 and held it in 5 quarters.
Newbridge Financial Services Group's Landstar System position peaked at $7.96K in Q3 2023.
439 funds tracked by Wall St. Rank held Landstar System as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.