Polaris Wealth Advisory Group’s Leidos LDOS Stock Holding History

Polaris Wealth Advisory Group’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
2022 Q4	–	Sell	-67,973	Closed	-$6.25M	–	185
2022 Q3	$6.25M	Buy	+67,973	New	+$6.64M	0.52%	60
2018 Q4	–	Sell	-57,576	Closed	-$3.98M	–	312
2018 Q3	$3.98M	Buy	57,576 +11,381	+25%	+$773K	0.27%	72
2018 Q2	$3.02M	Hold	46,195	–	–	0.26%	65
2018 Q1	$3.02M	Buy	+46,195	New	+$3.05M	0.25%	66

Other funds holding LDOS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polaris Wealth Advisory Group's LDOS Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Leidos (LDOS) in Q4 2022, closing a stake of 67,973 shares — an estimated $6.25M sold.

Polaris Wealth Advisory Group first reported a position in LDOS in Q1 2018 and held it in 4 quarters. The position peaked at $6.25M in Q3 2022. 590 funds tracked by Wall St. Rank hold LDOS as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining Leidos position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 67,973 Leidos shares in Q4 2022, an estimated $6.25M.
Polaris Wealth Advisory Group first reported a position in Leidos in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Leidos position peaked at $6.25M in Q3 2022.
590 funds tracked by Wall St. Rank held Leidos as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.