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	–	324
2019 Q1	$103K	Buy	+942	New	+$99.2K	0.08%	175
2018 Q4	–	Sell	-1,030	Closed	-$126K	–	315
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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return