Bellecapital’s Loews L Stock Holding History

Bellecapital’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	-13,243	Closed	-$1.12M	–	149
2024 Q4	$1.12M	Hold	13,243	–	–	0.2%	61
2024 Q3	$1.05M	Hold	13,243	–	–	0.21%	66
2024 Q2	$990K	Hold	13,243	–	–	0.21%	67
2024 Q1	$1.04M	Buy	+13,243	New	+$979K	0.23%	67

Other funds holding L

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

Bellecapital's L Position: Q1 2025 in Review

Bellecapital sold out of Loews (L) in Q1 2025, closing a stake of 13,243 shares — an estimated $1.12M sold.

Bellecapital first reported a position in L in Q1 2024 and held it in 4 quarters. The position peaked at $1.12M in Q4 2024. 639 funds tracked by Wall St. Rank hold L as of Q1 2025.

Bellecapital reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
Bellecapital sold 13,243 Loews shares in Q1 2025, an estimated $1.12M.
Bellecapital first reported a position in Loews in Q1 2024 and held it in 4 quarters.
Bellecapital's Loews position peaked at $1.12M in Q4 2024.
639 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Bellecapital's 13F filing for Q1 2025, filed 16 Apr 2025.