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Sutton Wealth Advisors’s Leidos LDOS Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$17.4K Sell
189
-39
-17% -$3.67K 0.01% 373
2023
Q2 		$20.2K Hold
228
– – 0.01% 353
2023
Q1 		$21K Sell
228
-479
-68% -$46.3K 0.01% 305
2022
Q4 		$74.4K Hold
707
– – 0.03% 301
2022
Q3 		$61.8K Hold
707
– – 0.03% 332
2022
Q2 		$71.2K Hold
707
– – 0.03% 296
2022
Q1 		$76.4K Hold
707
– – 0.03% 301
2021
Q4 		$62.9K Hold
707
– – 0.02% 356
2021
Q3 		$68K Hold
707
– – 0.03% 318
2021
Q2 		$71.5K Hold
707
– – 0.03% 309
2021
Q1 		$68.1K Hold
707
– – 0.03% 309
2020
Q4 		$74.3K Sell
707
-3
-0.4% -$288 0.03% 270
2020
Q3 		$63.3K Sell
710
-6
-0.8% -$542 0.03% 264
2020
Q2 		$67.1K Buy
716
+6
+0.8% +$591 0.04% 247
2020
Q1 		$65.1K Sell
710
-80
-10% -$8.07K 0.04% 230
2019
Q4 		$77.3K Sell
790
-293
-27% -$25.8K 0.04% 237
2019
Q3 		$93K Sell
1,083
-4
-0.4% -$335 0.05% 219
2019
Q2 		$86.8K Buy
1,087
+4
+0.4% +$292 0.05% 224
2019
Q1 		$69.4K Hold
1,083
– – 0.04% 244
2018
Q4 		$57.1K Sell
1,083
-51
-4% -$3.17K 0.04% 254
2018
Q3 		$78.4K Hold
1,134
– – 0.05% 225
2018
Q2 		$66.9K Sell
1,134
-2
-0.2% -$125 0.05% 235
2018
Q1 		$74.3K Sell
1,136
-20
-2% -$1.32K 0.05% 221
2017
Q4 		$74.6K Hold
1,156
– – 0.05% 214
2017
Q3 		$68.5K Sell
1,156
-8
-0.7% -$446 0.05% 226
2017
Q2 		$60.2K Hold
1,164
– – 0.05% 239
2017
Q1 		$59.5K Sell
1,164
-4
-0.3% -$206 0.05% 235
2016
Q4 		$59.7K Sell
1,168
-20
-2% -$935 0.05% 235
2016
Q3 		$51.4K Buy
+1,188
New +$53.9K 0.05% 251

Other funds holding LDOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's LDOS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Leidos (LDOS) stake by 17% in Q3 2023, selling an estimated $3.67K and leaving 189 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #373.

Sutton Wealth Advisors first reported a position in LDOS in Q3 2016 and has held it in 29 quarters since. The position peaked at $93K in Q3 2019. 549 funds tracked by Wall St. Rank hold LDOS as of Q3 2023.

  • Sutton Wealth Advisors held 189 shares of Leidos worth $17.4K as of Q3 2023.
  • Sutton Wealth Advisors sold 39 Leidos shares in Q3 2023, an estimated $3.67K.
  • Leidos made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #373 holding.
  • Sutton Wealth Advisors first reported a position in Leidos in Q3 2016 and has held it in 29 quarters since.
  • Sutton Wealth Advisors's Leidos position peaked at $93K in Q3 2019.
  • 549 funds tracked by Wall St. Rank held Leidos as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.