WWM
LDOS icon

Willingdon Wealth Management’s Leidos LDOS Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-16
Closed -$1K – 470
2019
Q3 		$1K Buy
+16
New +$1.34K ﹤0.01% 438

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Willingdon Wealth Management's LDOS Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Leidos (LDOS) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in LDOS in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 547 funds tracked by Wall St. Rank hold LDOS as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Leidos position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 16 Leidos shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Leidos in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Leidos position peaked at $1K in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Leidos as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.