PFW Advisors’s Landstar System LSTR Stock Holding History

PFW 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
2023 Q4	–	Sell	-1,665	Closed	-$295K	–	125
2023 Q3	$295K	Hold	1,665	–	–	0.1%	95
2023 Q2	$329K	Buy	+1,665	New	+$301K	0.11%	95

Other funds holding LSTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

PFW Advisors's LSTR Position: Q4 2023 in Review

PFW Advisors sold out of Landstar System (LSTR) in Q4 2023, closing a stake of 1,665 shares — an estimated $295K sold.

PFW Advisors first reported a position in LSTR in Q2 2023 and held it in 2 quarters. The position peaked at $329K in Q2 2023. 465 funds tracked by Wall St. Rank hold LSTR as of Q4 2023.

PFW Advisors reported no remaining Landstar System position as of Q4 2023 after selling out during the quarter.
PFW Advisors sold 1,665 Landstar System shares in Q4 2023, an estimated $295K.
PFW Advisors first reported a position in Landstar System in Q2 2023 and held it in 2 quarters.
PFW Advisors's Landstar System position peaked at $329K in Q2 2023.
465 funds tracked by Wall St. Rank held Landstar System as of Q4 2023.

Based on PFW Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.