Next Financial Group’s Landstar System LSTR Stock Holding History

Next Financial 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
2021 Q4	$9K	Buy	49 +1	+2%	+$171	﹤0.01%	2224
2021 Q3	$7K	Hold	48	–	–	﹤0.01%	2150
2021 Q2	$7K	Buy	48 +35	+269%	+$5.88K	﹤0.01%	2104
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	2314
2020 Q4	$2K	Buy	+13	New	+$1.71K	﹤0.01%	2192
2017 Q3	–	Sell	-142	Closed	-$12K	–	1873
2017 Q2	$12K	Hold	142	–	–	﹤0.01%	1261
2017 Q1	$12K	Hold	142	–	–	﹤0.01%	1216
2016 Q4	$12K	Hold	142	–	–	﹤0.01%	1570
2016 Q3	$10K	Hold	142	–	–	﹤0.01%	1650
2016 Q2	$9K	Hold	142	–	–	﹤0.01%	1225
2016 Q1	$9K	Buy	+142	New	+$8.55K	﹤0.01%	1200

Other funds holding LSTR

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's LSTR Position: Q4 2021 in Review

Next Financial Group increased its Landstar System (LSTR) stake by 2.1% in Q4 2021, buying an estimated $171 and bringing the position to 49 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Next Financial Group first reported a position in LSTR in Q1 2016 and has held it in 11 quarters since. The position peaked at $12K in Q2 2017. 436 funds tracked by Wall St. Rank hold LSTR as of Q4 2021.

Next Financial Group held 49 shares of Landstar System worth $9K as of Q4 2021.
Next Financial Group bought 1 Landstar System share in Q4 2021, an estimated $171.
Landstar System made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2224 holding.
Next Financial Group first reported a position in Landstar System in Q1 2016 and has held it in 11 quarters since.
Next Financial Group's Landstar System position peaked at $12K in Q2 2017.
436 funds tracked by Wall St. Rank held Landstar System as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.