BFG
L icon

Bleakley Financial Group’s Loews L Stock Holding History

Bleakley Financial Group’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
-3,037
Closed -$257K – 769
2024
Q4 		$257K Buy
3,037
+24
+0.8% +$1.98K 0.01% 853
2024
Q3 		$238K Buy
3,013
+113
+4% +$8.86K 0.01% 878
2024
Q2 		$217K Buy
2,900
+54
+2% +$4.09K 0.01% 860
2024
Q1 		$223K Buy
+2,846
New +$210K 0.01% 854

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
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
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

Bleakley Financial Group's L Position: Q1 2025 in Review

Bleakley Financial Group sold out of Loews (L) in Q1 2025, closing a stake of 3,037 shares — an estimated $257K sold.

Bleakley Financial Group first reported a position in L in Q1 2024 and held it in 4 quarters. The position peaked at $257K in Q4 2024. 638 funds tracked by Wall St. Rank hold L as of Q1 2025.

  • Bleakley Financial Group reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,037 Loews shares in Q1 2025, an estimated $257K.
  • Bleakley Financial Group first reported a position in Loews in Q1 2024 and held it in 4 quarters.
  • Bleakley Financial Group's Loews position peaked at $257K in Q4 2024.
  • 638 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.