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Valeo Financial Advisors’s Leidos LDOS Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-561
Closed -$54K – 1224
2021
Q1 		$54K Buy
561
+5
+0.9% +$505 ﹤0.01% 839
2020
Q4 		$58K Hold
556
– – ﹤0.01% 720
2020
Q3 		$50K Buy
556
+246
+79% +$22.2K ﹤0.01% 671
2020
Q2 		$29K Buy
310
+258
+496% +$25.4K ﹤0.01% 928
2020
Q1 		$5K Buy
52
+16
+44% +$1.61K ﹤0.01% 1306
2019
Q4 		$4K Hold
36
– – ﹤0.01% 1346
2019
Q3 		$3K Hold
36
– – ﹤0.01% 1324
2019
Q2 		$3K Hold
36
– – ﹤0.01% 1337
2019
Q1 		$2K Buy
36
+2
+6% +$121 ﹤0.01% 1368
2018
Q4 		$2K Sell
34
-7
-17% -$435 ﹤0.01% 1290
2018
Q3 		$3K Hold
41
– – ﹤0.01% 1356
2018
Q2 		$3K Hold
41
– – ﹤0.01% 1261
2018
Q1 		$3K Buy
41
+1
+3% +$66 ﹤0.01% 1260
2017
Q4 		$3K Buy
40
+1
+3% +$63 ﹤0.01% 1117
2017
Q3 		$2K Buy
+39
New +$2.17K ﹤0.01% 1024

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's LDOS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Leidos (LDOS) in Q2 2021, closing a stake of 561 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in LDOS in Q3 2017 and held it in 15 quarters. The position peaked at $58K in Q4 2020. 527 funds tracked by Wall St. Rank hold LDOS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Leidos position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 561 Leidos shares in Q2 2021, an estimated $54K.
  • Valeo Financial Advisors first reported a position in Leidos in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Leidos position peaked at $58K in Q4 2020.
  • 527 funds tracked by Wall St. Rank held Leidos as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.