1 North Wealth Services’s Loews L Stock Holding History

1 North Wealth Services’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	345
2019 Q3	$1K	Buy	+24	New	+$1.24K	﹤0.01%	316
2019 Q1	$1K	Buy	+24	New	+$1.13K	﹤0.01%	299

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

1 North Wealth Services's L Position: Q4 2019 in Review

1 North Wealth Services held its Loews (L) position steady in Q4 2019 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

1 North Wealth Services first reported a position in L in Q1 2019 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold L as of Q4 2019.

1 North Wealth Services held 24 shares of Loews worth $1K as of Q4 2019.
1 North Wealth Services left its Loews share count unchanged in Q4 2019.
Loews made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #345 holding.
1 North Wealth Services first reported a position in Loews in Q1 2019 and has held it in 3 quarters since.
479 funds tracked by Wall St. Rank held Loews as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.