Aspiriant LLC’s Loews L Stock Holding History

Aspiriant LLC’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	-5,503	Closed	-$466K	–	295
2024 Q4	$466K	Sell	5,503 -3	-0.1%	-$247	0.02%	194
2024 Q3	$435K	Sell	5,506 -1	-0%	-$78	0.02%	198
2024 Q2	$412K	Sell	5,507 -210	-4%	-$15.9K	0.02%	198
2024 Q1	$448K	Buy	5,717 +14	+0.2%	+$1.03K	0.02%	208
2023 Q4	$397K	Hold	5,703	–	–	0.02%	213
2023 Q3	$361K	Buy	5,703 +9	+0.2%	+$561	0.02%	206
2023 Q2	$338K	Hold	5,694	–	–	0.02%	209
2023 Q1	$330K	Buy	5,694 +5	+0.1%	+$296	0.02%	209
2022 Q4	$332K	Hold	5,689	–	–	0.02%	207
2022 Q3	$284K	Buy	5,689 +189	+3%	+$10.6K	0.01%	215
2022 Q2	$326K	Sell	5,500 -28	-0.5%	-$1.76K	0.02%	202
2022 Q1	$359K	Sell	5,528 -29	-0.5%	-$1.78K	0.02%	204
2021 Q4	$321K	Buy	+5,557	New	+$315K	0.02%	224

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