CIBC World Market

CIBC World Market’s Loews L Stock Holding History

CIBC World Market’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
2026 Q1	$2.72M	Buy	25,520 +1,801	+8%	+$193K	﹤0.01%	694
2025 Q4	$2.5M	Sell	23,719 -821	-3%	-$84.8K	﹤0.01%	719
2025 Q3	$2.46M	Buy	24,540 +20,067	+449%	+$1.9M	0.01%	756
2025 Q2	$410K	Sell	4,473 -25,849	-85%	-$2.27M	﹤0.01%	1103
2025 Q1	$2.79M	Buy	30,322 +25,768	+566%	+$2.2M	0.01%	640
2024 Q4	$386K	Sell	4,554 -344	-7%	-$28.4K	﹤0.01%	1106
2024 Q3	$387K	Sell	4,898 -298	-6%	-$23.4K	﹤0.01%	1074
2024 Q2	$388K	Sell	5,196 -291	-5%	-$22.1K	﹤0.01%	1032
2024 Q1	$430K	Buy	5,487 +259	+5%	+$19.1K	﹤0.01%	1033
2023 Q4	$364K	Buy	5,228 +1,767	+51%	+$117K	﹤0.01%	1012
2023 Q3	$219K	Buy	+3,461	New	+$216K	﹤0.01%	1121
2018 Q1	–	Sell	-17,939	Closed	-$897K	–	1183
2017 Q4	$897K	Buy	+17,939	New	+$886K	﹤0.01%	442
2017 Q3	–	Sell	-23,892	Closed	-$1.12M	–	951
2017 Q2	$1.12M	Buy	+23,892	New	+$1.12M	0.01%	625
2014 Q4	–	Sell	-57,596	Closed	-$2.4M	–	850
2014 Q3	$2.4M	Buy	57,596 +2,084	+4%	+$89.7K	0.01%	260
2014 Q2	$2.44M	Buy	55,512 +9,923	+22%	+$433K	0.01%	259
2014 Q1	$2.01M	Buy	+45,589	New	+$2.04M	0.01%	277

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return