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Valley Wealth Managers’s Landstar System LSTR Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-1,645
Closed -$303K – 428
2024
Q2 		$303K Sell
1,645
-114
-6% -$20.6K 0.02% 177
2024
Q1 		$339K Buy
1,759
+322
+22% +$61.2K 0.03% 174
2023
Q4 		$278K Buy
1,437
+51
+4% +$9.03K 0.02% 170
2023
Q3 		$245K Buy
1,386
+70
+5% +$13.4K 0.02% 177
2023
Q2 		$253K Sell
1,316
-6
-0.5% -$1.08K 0.02% 150
2023
Q1 		$237K Sell
1,322
-79
-6% -$13.9K 0.02% 150
2022
Q4 		$228K Buy
1,401
+46
+3% +$7.38K 0.02% 154
2022
Q3 		$196K Hold
1,355
– – 0.02% 166
2022
Q2 		$197K Sell
1,355
-383
-22% -$57K 0.02% 183
2022
Q1 		$262K Buy
1,738
+169
+11% +$26.9K 0.02% 170
2021
Q4 		$281K Buy
1,569
+241
+18% +$41.3K 0.02% 171
2021
Q3 		$210K Buy
+1,328
New +$212K 0.02% 182

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

Valley Wealth Managers's LSTR Position: Q3 2024 in Review

Valley Wealth Managers sold out of Landstar System (LSTR) in Q3 2024, closing a stake of 1,645 shares — an estimated $303K sold.

Valley Wealth Managers first reported a position in LSTR in Q3 2021 and held it in 12 quarters. The position peaked at $339K in Q1 2024. 468 funds tracked by Wall St. Rank hold LSTR as of Q3 2024.

  • Valley Wealth Managers reported no remaining Landstar System position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 1,645 Landstar System shares in Q3 2024, an estimated $303K.
  • Valley Wealth Managers first reported a position in Landstar System in Q3 2021 and held it in 12 quarters.
  • Valley Wealth Managers's Landstar System position peaked at $339K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Landstar System as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.