Altshuler Shaham’s Loews L Stock Holding History

Altshuler Shaham’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
2025 Q1	–	Sell	-252	Closed	-$21.3K	–	369
2024 Q4	$21.3K	Sell	252 -10	-4%	-$824	﹤0.01%	210
2024 Q3	$20.7K	Sell	262 -10	-4%	-$784	﹤0.01%	185
2024 Q2	$20.3K	Sell	272 -48	-15%	-$3.64K	﹤0.01%	183
2024 Q1	$25.1K	Sell	320 -47	-13%	-$3.48K	﹤0.01%	166
2023 Q4	$25.5K	Buy	+367	New	+$24.4K	﹤0.01%	175
2023 Q2	–	Sell	-705	Closed	-$40.9K	–	365
2023 Q1	$40.9K	Sell	705 -125	-15%	-$7.41K	﹤0.01%	219
2022 Q4	$48.4K	Buy	+830	New	+$46.3K	﹤0.01%	218
2022 Q3	–	Sell	-80	Closed	-$5K	–	505
2022 Q2	$5K	Buy	+80	New	+$5.03K	﹤0.01%	413
2021 Q3	–	Sell	-5	Closed	–	–	600
2021 Q2	$0	Buy	+5	New	+$280	﹤0.01%	679
2018 Q4	–	Sell	-497	Closed	-$25K	–	282
2018 Q3	$25K	Buy	+497	New	+$24.9K	﹤0.01%	144
2018 Q2	–	Sell	-333	Closed	-$17K	–	241
2018 Q1	$17K	Sell	333 -48	-13%	-$2.43K	﹤0.01%	160
2017 Q4	$19K	Buy	+381	New	+$18.8K	﹤0.01%	122

Other funds holding L

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

T. Rowe Price Associates

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

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return