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Shelton Wealth Management’s Leidos LDOS Stock Holding History

Shelton 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
2024
Q3 		– Sell
-5,481
Closed -$800K – 139
2024
Q2 		$800K Buy
5,481
+619
+13% +$86.5K 0.45% 73
2024
Q1 		$637K Buy
4,862
+1,788
+58% +$213K 0.4% 65
2023
Q4 		$333K Buy
+3,074
New +$313K 0.24% 81

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Wealth Management's LDOS Position: Q3 2024 in Review

Shelton Wealth Management sold out of Leidos (LDOS) in Q3 2024, closing a stake of 5,481 shares — an estimated $800K sold.

Shelton Wealth Management first reported a position in LDOS in Q4 2023 and held it in 3 quarters. The position peaked at $800K in Q2 2024. 777 funds tracked by Wall St. Rank hold LDOS as of Q3 2024.

  • Shelton Wealth Management reported no remaining Leidos position as of Q3 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 5,481 Leidos shares in Q3 2024, an estimated $800K.
  • Shelton Wealth Management first reported a position in Leidos in Q4 2023 and held it in 3 quarters.
  • Shelton Wealth Management's Leidos position peaked at $800K in Q2 2024.
  • 777 funds tracked by Wall St. Rank held Leidos as of Q3 2024.

Based on Shelton Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.