BOK Financial Private Wealth’s Loews L Stock Holding History

BOK Financial Private Wealth’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	-10	Closed	-$847	–	587
2024 Q4	$847	Buy	+10	New	+$824	﹤0.01%	523

Other funds holding L

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

BOK Financial Private Wealth's L Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Loews (L) in Q1 2025, closing a stake of 10 shares — an estimated $847 sold.

BOK Financial Private Wealth first reported a position in L in Q4 2024 and held it in 1 quarter. The position peaked at $847 in Q4 2024. 638 funds tracked by Wall St. Rank hold L as of Q1 2025.

BOK Financial Private Wealth reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 10 Loews shares in Q1 2025, an estimated $847.
BOK Financial Private Wealth first reported a position in Loews in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's Loews position peaked at $847 in Q4 2024.
638 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.