SFS
LSTR icon

Sowell Financial Services’s Landstar System LSTR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-545
Closed -$96K – 1785
2021
Q1 		$96K Buy
545
+504
+1,229% +$78.3K ﹤0.01% 1386
2020
Q4 		$6K Sell
41
-19
-32% -$2.49K ﹤0.01% 2213
2020
Q3 		$8K Hold
60
– – ﹤0.01% 1872
2020
Q2 		$7K Sell
60
-23
-28% -$2.46K ﹤0.01% 1803
2020
Q1 		$8K Sell
83
-51
-38% -$5.43K ﹤0.01% 1683
2019
Q4 		$15K Sell
134
-20
-13% -$2.26K ﹤0.01% 1544
2019
Q3 		$17K Buy
+154
New +$17K ﹤0.01% 1343

Other funds holding LSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's LSTR Position: Q2 2021 in Review

Sowell Financial Services sold out of Landstar System (LSTR) in Q2 2021, closing a stake of 545 shares — an estimated $96K sold.

Sowell Financial Services first reported a position in LSTR in Q3 2019 and held it in 7 quarters. The position peaked at $96K in Q1 2021. 393 funds tracked by Wall St. Rank hold LSTR as of Q2 2021.

  • Sowell Financial Services reported no remaining Landstar System position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 545 Landstar System shares in Q2 2021, an estimated $96K.
  • Sowell Financial Services first reported a position in Landstar System in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Landstar System position peaked at $96K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Landstar System as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.