Albion Financial Group’s Loews L Stock Holding History

Albion Financial Group’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
2024 Q1	–	Sell	-75	Closed	-$5.22K	–	513
2023 Q4	$5.22K	Hold	75	–	–	﹤0.01%	348
2023 Q3	$4.75K	Buy	+75	New	+$4.67K	﹤0.01%	331

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Albion Financial Group's L Position: Q1 2024 in Review

Albion Financial Group sold out of Loews (L) in Q1 2024, closing a stake of 75 shares — an estimated $5.22K sold.

Albion Financial Group first reported a position in L in Q3 2023 and held it in 2 quarters. The position peaked at $5.22K in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

Albion Financial Group reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
Albion Financial Group sold 75 Loews shares in Q1 2024, an estimated $5.22K.
Albion Financial Group first reported a position in Loews in Q3 2023 and held it in 2 quarters.
Albion Financial Group's Loews position peaked at $5.22K in Q4 2023.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Albion Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.