Cedar Mountain Advisors’s Loews L Stock Holding History

Cedar Mountain 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
2024 Q1	–	Sell	-27	Closed	-$1.88K	–	352
2023 Q4	$1.88K	Hold	27	–	–	﹤0.01%	268
2023 Q3	$1.71K	Hold	27	–	–	﹤0.01%	264
2023 Q2	$1.6K	Hold	27	–	–	﹤0.01%	258
2023 Q1	$1.57K	Hold	27	–	–	﹤0.01%	261
2022 Q4	$1.57K	Hold	27	–	–	﹤0.01%	259
2022 Q3	$1K	Sell	27 -16	-37%	-$898	﹤0.01%	279
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	244
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	259
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	273
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	263
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	239
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	245
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	238
2020 Q3	$1K	Hold	43	–	–	﹤0.01%	237
2020 Q2	$1K	Hold	43	–	–	﹤0.01%	233
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	218
2019 Q4	$2K	Buy	+43	New	+$2.17K	﹤0.01%	216

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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