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Rockbridge Investment Management’s Leidos LDOS Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-100
Closed -$10.8K – 399
2023
Q4 		$10.8K Buy
+100
New +$10.2K ﹤0.01% 390

Other funds holding LDOS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockbridge Investment Management's LDOS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Leidos (LDOS) in Q1 2024, closing a stake of 100 shares — an estimated $10.8K sold.

Rockbridge Investment Management first reported a position in LDOS in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 669 funds tracked by Wall St. Rank hold LDOS as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Leidos position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 100 Leidos shares in Q1 2024, an estimated $10.8K.
  • Rockbridge Investment Management first reported a position in Leidos in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Leidos position peaked at $10.8K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held Leidos as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.