Wills Financial Group’s Leidos LDOS Stock Holding History

Wills Financial Group’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
2023 Q1	–	Sell	-2,418	Closed	-$254K	–	68
2022 Q4	$254K	Sell	2,418 -110	-4%	-$11.3K	0.14%	49
2022 Q3	$221K	Buy	+2,528	New	+$247K	0.12%	53

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wills Financial Group's LDOS Position: Q1 2023 in Review

Wills Financial Group sold out of Leidos (LDOS) in Q1 2023, closing a stake of 2,418 shares — an estimated $254K sold.

Wills Financial Group first reported a position in LDOS in Q3 2022 and held it in 2 quarters. The position peaked at $254K in Q4 2022. 565 funds tracked by Wall St. Rank hold LDOS as of Q1 2023.

Wills Financial Group reported no remaining Leidos position as of Q1 2023 after selling out during the quarter.
Wills Financial Group sold 2,418 Leidos shares in Q1 2023, an estimated $254K.
Wills Financial Group first reported a position in Leidos in Q3 2022 and held it in 2 quarters.
Wills Financial Group's Leidos position peaked at $254K in Q4 2022.
565 funds tracked by Wall St. Rank held Leidos as of Q1 2023.

Based on Wills Financial Group's 13F filing for Q1 2023, filed 12 May 2023.