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Personal Wealth Partners’s Landstar System LSTR Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-2
Closed – – 366
2019
Q4 		$0 Hold
2
– – ﹤0.01% 612
2019
Q3 		$0 Buy
+2
New +$220 ﹤0.01% 622

Other funds holding LSTR

Victory Capital Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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

Personal Wealth Partners's LSTR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Landstar System (LSTR) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in LSTR in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 327 funds tracked by Wall St. Rank hold LSTR as of Q1 2020.

  • Personal Wealth Partners reported no remaining Landstar System position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 2 Landstar System shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Landstar System in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Landstar System position peaked at $0 in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Landstar System as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.