OptiFour Integrated Wealth Management’s Leidos LDOS Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio LDOS Stock Details LDOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$686K	Hold	7,007	–	–	0.47%	29
2019 Q3	$602K	Hold	7,007	–	–	0.43%	31
2019 Q2	$560K	Hold	7,007	–	–	0.39%	37
2019 Q1	$449K	Sell	7,007 -228	-3%	-$13.8K	0.37%	31
2018 Q4	$381K	Buy	7,235 +172	+2%	+$10.7K	0.35%	29
2018 Q3	$488K	Hold	7,063	–	–	0.4%	31
2018 Q2	$417K	Hold	7,063	–	–	0.36%	34
2018 Q1	$462K	Sell	7,063 -97	-1%	-$6.4K	0.39%	35
2017 Q4	$462K	Buy	+7,160	New	+$449K	0.39%	36

Other funds holding LDOS

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OptiFour Integrated Wealth Management's LDOS Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Leidos (LDOS) position steady in Q4 2019 at 7,007 shares worth $686K. The position accounts for 0.47% of the portfolio, ranked #29.

OptiFour Integrated Wealth Management first reported a position in LDOS in Q4 2017 and has held it in 9 quarters since. 547 funds tracked by Wall St. Rank hold LDOS as of Q4 2019.

OptiFour Integrated Wealth Management held 7,007 shares of Leidos worth $686K as of Q4 2019.
OptiFour Integrated Wealth Management left its Leidos share count unchanged in Q4 2019.
Leidos made up 0.47% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #29 holding.
OptiFour Integrated Wealth Management first reported a position in Leidos in Q4 2017 and has held it in 9 quarters since.
547 funds tracked by Wall St. Rank held Leidos as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.