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Simplicity Wealth’s Landstar System LSTR Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-4,359
Closed -$804K – 900
2024
Q2 		$804K Sell
4,359
-29
-0.7% -$5.23K 0.02% 594
2024
Q1 		$846K Buy
+4,388
New +$834K 0.02% 565

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's LSTR Position: Q3 2024 in Review

Simplicity Wealth sold out of Landstar System (LSTR) in Q3 2024, closing a stake of 4,359 shares — an estimated $804K sold.

Simplicity Wealth first reported a position in LSTR in Q1 2024 and held it in 2 quarters. The position peaked at $846K in Q1 2024. 468 funds tracked by Wall St. Rank hold LSTR as of Q3 2024.

  • Simplicity Wealth reported no remaining Landstar System position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,359 Landstar System shares in Q3 2024, an estimated $804K.
  • Simplicity Wealth first reported a position in Landstar System in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Landstar System position peaked at $846K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Landstar System as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.