CSat Investment Advisory’s Loews L Stock Holding History

CSat Investment Advisory’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
2021 Q1	$70K	Buy	1,362 +48	+4%	+$2.34K	0.06%	125
2020 Q4	$59K	Sell	1,314 -97	-7%	-$3.9K	0.05%	127
2020 Q3	$49K	Sell	1,411 -114	-7%	-$4.09K	﹤0.01%	671
2020 Q2	$52K	Buy	1,525 +357	+31%	+$12K	0.01%	674
2020 Q1	$41K	Buy	1,168 +41	+4%	+$1.93K	0.01%	573
2019 Q4	$60K	Buy	1,127 +170	+18%	+$8.58K	0.02%	563
2019 Q3	$49K	Buy	957 +120	+14%	+$6.2K	0.02%	560
2019 Q2	$45K	Buy	837 +357	+74%	+$18.3K	0.02%	587
2019 Q1	$23K	Buy	480 +44	+10%	+$2.08K	0.01%	288
2018 Q4	$20K	Buy	436 +136	+45%	+$6.41K	0.01%	282
2018 Q3	$15K	Buy	300 +41	+16%	+$2.06K	0.01%	280
2018 Q2	$13K	Buy	+259	New	+$13K	0.01%	284

Other funds holding L

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

CSat Investment Advisory's L Position: Q1 2021 in Review

CSat Investment Advisory increased its Loews (L) stake by 3.7% in Q1 2021, buying an estimated $2.34K and bringing the position to 1,362 shares worth $70K. The position accounts for 0.06% of the portfolio, ranked #125.

CSat Investment Advisory first reported a position in L in Q2 2018 and has held it in 12 quarters since. 443 funds tracked by Wall St. Rank hold L as of Q1 2021.

CSat Investment Advisory held 1,362 shares of Loews worth $70K as of Q1 2021.
CSat Investment Advisory bought 48 Loews shares in Q1 2021, an estimated $2.34K.
Loews made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #125 holding.
CSat Investment Advisory first reported a position in Loews in Q2 2018 and has held it in 12 quarters since.
443 funds tracked by Wall St. Rank held Loews as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.