Baystate Wealth Management’s Loews L Stock Holding History

Baystate Wealth Management’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 Q4	–	Sell	-10	Closed	-$1K	–	922
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	774
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	743
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	672
2020 Q4	$0	Hold	10	–	–	﹤0.01%	718
2020 Q3	$0	Hold	10	–	–	﹤0.01%	696
2020 Q2	$0	Hold	10	–	–	﹤0.01%	698
2020 Q1	$0	Sell	10 -358	-97%	-$16.9K	﹤0.01%	645
2019 Q4	$19K	Hold	368	–	–	﹤0.01%	327
2019 Q3	$19K	Hold	368	–	–	﹤0.01%	298
2019 Q2	$20K	Sell	368 -300	-45%	-$15.4K	﹤0.01%	304
2019 Q1	$33K	Hold	668	–	–	﹤0.01%	257
2018 Q4	$32K	Hold	668	–	–	﹤0.01%	257
2018 Q3	$33K	Hold	668	–	–	0.01%	243
2018 Q2	$33K	Buy	668 +330	+98%	+$16.6K	﹤0.01%	240
2018 Q1	$34K	Sell	338 -330	-49%	-$16.7K	0.01%	230
2017 Q4	$35K	Hold	668	–	–	0.01%	237
2017 Q3	$32K	Hold	668	–	–	0.01%	229
2017 Q2	$31K	Hold	668	–	–	0.01%	222
2017 Q1	$31K	Buy	668 +10	+2%	+$467	0.01%	223
2016 Q4	$31K	Buy	+658	New	+$28.9K	0.01%	188

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baystate Wealth Management's L Position: Q4 2021 in Review

Baystate Wealth Management sold out of Loews (L) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in L in Q4 2016 and held it in 20 quarters. The position peaked at $35K in Q4 2017. 488 funds tracked by Wall St. Rank hold L as of Q4 2021.

Baystate Wealth Management reported no remaining Loews position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 10 Loews shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in Loews in Q4 2016 and held it in 20 quarters.
Baystate Wealth Management's Loews position peaked at $35K in Q4 2017.
488 funds tracked by Wall St. Rank held Loews as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.