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Simplicity Solutions’s Landstar System LSTR Stock Holding History

Simplicity Solutions’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 		$781K Sell
4,034
-323
-7% -$57.2K 0.02% 518
2023
Q3 		$771K Buy
4,357
+300
+7% +$57.6K 0.02% 482
2023
Q2 		$781K Buy
4,057
+339
+9% +$61.3K 0.02% 534
2023
Q1 		$666K Buy
3,718
+333
+10% +$58.5K 0.02% 607
2022
Q4 		$551K Buy
3,385
+200
+6% +$32.1K 0.08% 316
2022
Q3 		$460K Buy
3,185
+215
+7% +$32K 0.07% 336
2022
Q2 		$432K Buy
2,970
+200
+7% +$29.8K 0.06% 340
2022
Q1 		$418K Sell
2,770
-2,824
-50% -$449K 0.05% 348
2021
Q4 		$1M Buy
5,594
+3,115
+126% +$534K 0.11% 217
2021
Q3 		$391K Buy
2,479
+362
+17% +$57.8K 0.06% 334
2021
Q2 		$335K Buy
2,117
+468
+28% +$78.6K 0.07% 340
2021
Q1 		$272K Buy
+1,649
New +$256K 0.06% 380

Other funds holding LSTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplicity Solutions's LSTR Position: Q4 2023 in Review

Simplicity Solutions reduced its Landstar System (LSTR) stake by 7.4% in Q4 2023, selling an estimated $57.2K and leaving 4,034 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #518.

Simplicity Solutions first reported a position in LSTR in Q1 2021 and has held it in 12 quarters since. The position peaked at $1M in Q4 2021. 465 funds tracked by Wall St. Rank hold LSTR as of Q4 2023.

  • Simplicity Solutions held 4,034 shares of Landstar System worth $781K as of Q4 2023.
  • Simplicity Solutions sold 323 Landstar System shares in Q4 2023, an estimated $57.2K.
  • Landstar System made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #518 holding.
  • Simplicity Solutions first reported a position in Landstar System in Q1 2021 and has held it in 12 quarters since.
  • Simplicity Solutions's Landstar System position peaked at $1M in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Landstar System as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.