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Valeo Financial Advisors’s Landstar System LSTR Stock Holding History

Valeo Financial Advisors’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
-15
Closed -$2K – 1248
2021
Q1 		$2K Buy
+15
New +$2.33K ﹤0.01% 1805
2020
Q3 		– Sell
-49
Closed -$6K – 1910
2020
Q2 		$6K Buy
49
+40
+444% +$4.27K ﹤0.01% 1457
2020
Q1 		$1K Buy
+9
New +$958 ﹤0.01% 1677
2018
Q2 		– Sell
-55
Closed -$6K – 1699
2018
Q1 		$6K Buy
+55
New +$6.03K ﹤0.01% 1081

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Landstar System (LSTR) in Q2 2021, closing a stake of 15 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in LSTR in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2020. 392 funds tracked by Wall St. Rank hold LSTR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Landstar System position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 Landstar System shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Landstar System in Q1 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Landstar System position peaked at $6K in Q2 2020.
  • 392 funds tracked by Wall St. Rank held Landstar System as of Q2 2021.

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