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Ullmann Wealth Partners Group’s Landstar System LSTR Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-211
Closed -$18K – 97
2017
Q2 		$18K Hold
211
– – 0.01% 121
2017
Q1 		$18K Buy
+211
New +$18K 0.01% 114

Other funds holding LSTR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ullmann Wealth Partners Group's LSTR Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Landstar System (LSTR) in Q3 2017, closing a stake of 211 shares — an estimated $18K sold.

Ullmann Wealth Partners Group first reported a position in LSTR in Q1 2017 and held it in 2 quarters. The position peaked at $18K in Q2 2017. 299 funds tracked by Wall St. Rank hold LSTR as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Landstar System position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 211 Landstar System shares in Q3 2017, an estimated $18K.
  • Ullmann Wealth Partners Group first reported a position in Landstar System in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Landstar System position peaked at $18K in Q2 2017.
  • 299 funds tracked by Wall St. Rank held Landstar System as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.