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Wetzel Investment Advisors’s Landstar System LSTR Stock Holding History

Wetzel Investment 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
2024
Q2 		– Sell
-59
Closed -$9.86K – 979
2024
Q1 		$9.86K Buy
59
+9
+18% +$1.71K 0.01% 535
2023
Q4 		$10K Buy
+50
New +$8.85K 0.01% 521

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

Wetzel Investment Advisors's LSTR Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Landstar System (LSTR) in Q2 2024, closing a stake of 59 shares — an estimated $9.86K sold.

Wetzel Investment Advisors first reported a position in LSTR in Q4 2023 and held it in 2 quarters. The position peaked at $10K in Q4 2023. 462 funds tracked by Wall St. Rank hold LSTR as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Landstar System position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 59 Landstar System shares in Q2 2024, an estimated $9.86K.
  • Wetzel Investment Advisors first reported a position in Landstar System in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Landstar System position peaked at $10K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held Landstar System as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.