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Okabena Investment Services’s Landstar System LSTR Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-12
Closed -$2.15K – 199
2023
Q1 		$2.15K Hold
12
– – ﹤0.01% 165
2022
Q4 		$1.96K Buy
+12
New +$1.93K ﹤0.01% 194

Other funds holding LSTR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Okabena Investment Services's LSTR Position: Q2 2023 in Review

Okabena Investment Services sold out of Landstar System (LSTR) in Q2 2023, closing a stake of 12 shares — an estimated $2.15K sold.

Okabena Investment Services first reported a position in LSTR in Q4 2022 and held it in 2 quarters. The position peaked at $2.15K in Q1 2023. 449 funds tracked by Wall St. Rank hold LSTR as of Q2 2023.

  • Okabena Investment Services reported no remaining Landstar System position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 12 Landstar System shares in Q2 2023, an estimated $2.15K.
  • Okabena Investment Services first reported a position in Landstar System in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Landstar System position peaked at $2.15K in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Landstar System as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.