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America First Investment Advisors’s Loews L Stock Holding History

America First Investment Advisors’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
2021
Q2 		– Sell
-343,805
Closed -$17.6M – 79
2021
Q1 		$17.6M Sell
343,805
-12,373
-3% -$603K 5.35% 5
2020
Q4 		$16M Sell
356,178
-10,645
-3% -$428K 4.85% 8
2020
Q3 		$12.7M Buy
366,823
+88,383
+32% +$3.17M 4.07% 14
2020
Q2 		$9.55M Buy
278,440
+585
+0.2% +$19.7K 3.03% 18
2020
Q1 		$9.68M Sell
277,855
-3,145
-1% -$148K 3.51% 16
2019
Q4 		$14.8M Buy
281,000
+1,915
+0.7% +$96.6K 4.33% 16
2019
Q3 		$14.4M Buy
279,085
+2,042
+0.7% +$105K 4.33% 16
2019
Q2 		$15.1M Sell
277,043
-1,728
-0.6% -$88.7K 4.6% 14
2019
Q1 		$13.4M Sell
278,771
-89
-0% -$4.2K 4.1% 16
2018
Q4 		$12.7M Buy
278,860
+986
+0.4% +$46.5K 4.25% 16
2018
Q3 		$14M Sell
277,874
-4,129
-1% -$207K 4.41% 12
2018
Q2 		$13.6M Buy
282,003
+15,233
+6% +$766K 4.43% 16
2018
Q1 		$13.3M Buy
266,770
+2,429
+0.9% +$123K 4.91% 11
2017
Q4 		$13.2M Buy
264,341
+1,936
+0.7% +$95.7K 4.52% 15
2017
Q3 		$12.6M Buy
262,405
+9,836
+4% +$468K 4.51% 17
2017
Q2 		$11.8M Buy
252,569
+5,535
+2% +$259K 4.4% 15
2017
Q1 		$11.6M Buy
247,034
+2,961
+1% +$138K 4.33% 11
2016
Q4 		$11.4M Buy
244,073
+5,334
+2% +$234K 4.65% 7
2016
Q3 		$9.82M Buy
238,739
+7,899
+3% +$324K 4.13% 12
2016
Q2 		$9.48M Buy
230,840
+1,478
+0.6% +$58.6K 3.96% 13
2016
Q1 		$8.78M Buy
229,362
+6,349
+3% +$234K 3.88% 15
2015
Q4 		$8.56M Buy
223,013
+17,037
+8% +$634K 3.84% 13
2015
Q3 		$7.44M Buy
205,976
+9,849
+5% +$368K 3.49% 17
2015
Q2 		$7.55M Buy
196,127
+3,660
+2% +$149K 3.31% 20
2015
Q1 		$7.86M Buy
192,467
+14,259
+8% +$578K 3.37% 19
2014
Q4 		$7.49M Buy
178,208
+73,530
+70% +$3.08M 3.17% 22
2014
Q3 		$4.36M Buy
+104,678
New +$4.5M 1.96% 24

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

America First Investment Advisors's L Position: Q2 2021 in Review

America First Investment Advisors sold out of Loews (L) in Q2 2021, closing a stake of 343,805 shares — an estimated $17.6M sold.

America First Investment Advisors first reported a position in L in Q3 2014 and held it in 27 quarters. The position peaked at $17.6M in Q1 2021. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

  • America First Investment Advisors reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
  • America First Investment Advisors sold 343,805 Loews shares in Q2 2021, an estimated $17.6M.
  • America First Investment Advisors first reported a position in Loews in Q3 2014 and held it in 27 quarters.
  • America First Investment Advisors's Loews position peaked at $17.6M in Q1 2021.
  • 467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on America First Investment Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.