SkyOak Wealth’s Landstar System LSTR Stock Holding History

SkyOak 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 Q2	–	Sell	-1,718	Closed	-$331K	–	257
2024 Q1	$331K	Buy	+1,718	New	+$327K	0.08%	172

Other funds holding LSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SkyOak Wealth's LSTR Position: Q2 2024 in Review

SkyOak Wealth sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 1,718 shares — an estimated $331K sold.

SkyOak Wealth first reported a position in LSTR in Q1 2024 and held it in 1 quarter. The position peaked at $331K in Q1 2024. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

SkyOak Wealth reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
SkyOak Wealth sold 1,718 Landstar System shares in Q2 2024, an estimated $331K.
SkyOak Wealth first reported a position in Landstar System in Q1 2024 and held it in 1 quarter.
SkyOak Wealth's Landstar System position peaked at $331K in Q1 2024.
462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.