Berman Capital Advisors’s Loews L Stock Holding History

Berman 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
2021 Q3	$21K	Buy	390 +64	+20%	+$3.48K	﹤0.01%	965
2021 Q2	$17K	Buy	326 +6	+2%	+$336	﹤0.01%	965
2021 Q1	$16K	Hold	320	–	–	﹤0.01%	864
2020 Q4	$14K	Sell	320 -15	-4%	-$603	﹤0.01%	787
2020 Q3	$11K	Buy	335 +93	+38%	+$3.34K	﹤0.01%	761
2020 Q2	$8K	Sell	242 -195	-45%	-$6.57K	﹤0.01%	840
2020 Q1	$15K	Buy	437 +40	+10%	+$1.89K	﹤0.01%	566
2019 Q4	$20K	Hold	397	–	–	0.01%	537
2019 Q3	$20K	Hold	397	–	–	0.01%	506
2019 Q2	$21K	Buy	397 +144	+57%	+$7.39K	0.01%	501
2019 Q1	$12K	Buy	253 +173	+216%	+$8.17K	﹤0.01%	596
2018 Q4	$2K	Buy	+80	New	+$3.77K	﹤0.01%	874

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's L Position: Q3 2021 in Review

Berman Capital Advisors increased its Loews (L) stake by 20% in Q3 2021, buying an estimated $3.48K and bringing the position to 390 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Berman Capital Advisors first reported a position in L in Q4 2018 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold L as of Q3 2021.

Berman Capital Advisors held 390 shares of Loews worth $21K as of Q3 2021.
Berman Capital Advisors bought 64 Loews shares in Q3 2021, an estimated $3.48K.
Loews made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #965 holding.
Berman Capital Advisors first reported a position in Loews in Q4 2018 and has held it in 12 quarters since.
469 funds tracked by Wall St. Rank held Loews as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.