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Avalon Investment & Advisory’s Loews L Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		$242K Buy
4,165
+40
+1% +$2.37K 0.01% 298
2022
Q4 		$241K Buy
+4,125
New +$230K 0.01% 296

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Avalon Investment & Advisory's L Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Loews (L) stake by 0.97% in Q1 2023, buying an estimated $2.37K and bringing the position to 4,165 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #298.

Avalon Investment & Advisory first reported a position in L in Q4 2022 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold L as of Q1 2023.

  • Avalon Investment & Advisory held 4,165 shares of Loews worth $242K as of Q1 2023.
  • Avalon Investment & Advisory bought 40 Loews shares in Q1 2023, an estimated $2.37K.
  • Loews made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #298 holding.
  • Avalon Investment & Advisory first reported a position in Loews in Q4 2022 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held Loews as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.