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SYSTM Wealth Solutions’s Landstar System LSTR Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-5,818
Closed -$1.12M – 836
2024
Q1 		$1.12M Sell
5,818
-114
-2% -$21.7K 0.14% 181
2023
Q4 		$1.15M Sell
5,932
-100
-2% -$17.7K 0.16% 174
2023
Q3 		$1.07M Sell
6,032
-485
-7% -$93.1K 0.16% 174
2023
Q2 		$1.25M Sell
6,517
-1,388
-18% -$251K 0.17% 167
2023
Q1 		$1.42M Buy
7,905
+1,037
+15% +$182K 0.22% 124
2022
Q4 		$1.12M Buy
+6,868
New +$1.1M 0.14% 189

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

SYSTM Wealth Solutions's LSTR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 5,818 shares — an estimated $1.12M sold.

SYSTM Wealth Solutions first reported a position in LSTR in Q4 2022 and held it in 6 quarters. The position peaked at $1.42M in Q1 2023. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,818 Landstar System shares in Q2 2024, an estimated $1.12M.
  • SYSTM Wealth Solutions first reported a position in Landstar System in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Landstar System position peaked at $1.42M in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

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