Annis Gardner Whiting Capital Advisors’s Loews L Stock Holding History

Annis Gardner Whiting Capital 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
2026 Q1	$33.3K	Buy	312 +13	+4%	+$1.39K	0.01%	640
2025 Q4	$31.5K	Buy	299 +5	+2%	+$516	0.01%	591
2025 Q3	$29.5K	Sell	294 -11	-4%	-$1.04K	0.01%	555
2025 Q2	$28K	Buy	305 +5	+2%	+$439	0.01%	504
2025 Q1	$27.6K	Hold	300	–	–	0.01%	414
2024 Q4	$25.4K	Hold	300	–	–	0.01%	412
2024 Q3	$23.7K	Hold	300	–	–	0.01%	442
2024 Q2	$22.4K	Sell	300 -10	-3%	-$758	0.01%	546
2024 Q1	$24.3K	Hold	310	–	–	0.01%	510
2023 Q4	$21.6K	Hold	310	–	–	0.01%	388
2023 Q3	$19.6K	Buy	+310	New	+$19.3K	0.01%	388

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return