Connectus Wealth’s Loews L Stock Holding History

Connectus 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
2024 Q1	–	Sell	-22,498	Closed	-$1.57M	–	449
2023 Q4	$1.57M	Buy	+22,498	New	+$1.5M	0.03%	288

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

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

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 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

Connectus Wealth's L Position: Q1 2024 in Review

Connectus Wealth sold out of Loews (L) in Q1 2024, closing a stake of 22,498 shares — an estimated $1.57M sold.

Connectus Wealth first reported a position in L in Q4 2023 and held it in 1 quarter. The position peaked at $1.57M in Q4 2023. 587 funds tracked by Wall St. Rank hold L as of Q1 2024.

Connectus Wealth reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 22,498 Loews shares in Q1 2024, an estimated $1.57M.
Connectus Wealth first reported a position in Loews in Q4 2023 and held it in 1 quarter.
Connectus Wealth's Loews position peaked at $1.57M in Q4 2023.
587 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.