BOK Financial’s Loews L Stock Holding History

BOK Financial’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	-1	Closed	-$81	–	1336
2024 Q4	$81	Hold	1	–	–	﹤0.01%	1287
2024 Q3	$78	Buy	+1	New	+$78	﹤0.01%	1351
2018 Q3	–	Sell	-5,353	Closed	-$259K	–	941
2018 Q2	$259K	Buy	5,353 +225	+4%	+$11.3K	0.01%	824
2018 Q1	$256K	Buy	5,128 +294	+6%	+$14.9K	0.01%	810
2017 Q4	$242K	Buy	4,834 +69	+1%	+$3.41K	0.01%	821
2017 Q3	$228K	Buy	+4,765	New	+$227K	0.01%	848
2014 Q4	–	Sell	-44,049	Closed	-$1.83M	–	747
2014 Q3	$1.83M	Sell	44,049 -9,614	-18%	-$414K	0.06%	323
2014 Q2	$2.36M	Buy	53,663 +36,997	+222%	+$1.62M	0.08%	282
2014 Q1	$734K	Buy	+16,666	New	+$746K	0.02%	521

Other funds holding L

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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