One Wealth Advisors’s Landstar System LSTR Stock Holding History

One Wealth 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 Q4	–	Sell	-1,075	Closed	-$203K	–	274
2024 Q3	$203K	Hold	1,075	–	–	0.03%	259
2024 Q2	$201K	Sell	1,075 -5	-0.5%	-$902	0.04%	230
2024 Q1	$208K	Sell	1,080 -4	-0.4%	-$760	0.04%	233
2023 Q4	$210K	Buy	+1,084	New	+$192K	0.04%	200
2023 Q3	–	Sell	-1,090	Closed	-$210K	–	211
2023 Q2	$210K	Buy	+1,090	New	+$197K	0.04%	198
2023 Q1	–	Sell	-1,167	Closed	-$190K	–	431
2022 Q4	$190K	Buy	+1,167	New	+$187K	0.04%	200
2022 Q1	–	Sell	-1,233	Closed	-$221K	–	221
2021 Q4	$221K	Buy	+1,233	New	+$211K	0.06%	182
2019 Q2	–	Sell	-942	Closed	-$103K	–	317
2019 Q1	$103K	Buy	+942	New	+$99.2K	0.08%	175
2018 Q4	–	Sell	-1,030	Closed	-$126K	–	314
2018 Q3	$126K	Sell	1,030 -20	-2%	-$2.31K	0.1%	165
2018 Q2	$115K	Sell	1,050 -1	-0.1%	-$110	0.09%	178
2018 Q1	$115K	Sell	1,051 -93	-8%	-$10.2K	0.1%	160
2017 Q4	$119K	Buy	+1,144	New	+$115K	0.1%	174

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

One Wealth Advisors's LSTR Position: Q4 2024 in Review

One Wealth Advisors sold out of Landstar System (LSTR) in Q4 2024, closing a stake of 1,075 shares — an estimated $203K sold.

One Wealth Advisors first reported a position in LSTR in Q4 2017 and held it in 12 quarters. The position peaked at $221K in Q4 2021. 458 funds tracked by Wall St. Rank hold LSTR as of Q4 2024.

One Wealth Advisors reported no remaining Landstar System position as of Q4 2024 after selling out during the quarter.
One Wealth Advisors sold 1,075 Landstar System shares in Q4 2024, an estimated $203K.
One Wealth Advisors first reported a position in Landstar System in Q4 2017 and held it in 12 quarters.
One Wealth Advisors's Landstar System position peaked at $221K in Q4 2021.
458 funds tracked by Wall St. Rank held Landstar System as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.