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Disciplined Investments’s Loews L Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-36
Closed -$2.14K – 881
2023
Q2 		$2.14K Hold
36
– – ﹤0.01% 640
2023
Q1 		$2.09K Sell
36
-2
-5% -$119 ﹤0.01% 642
2022
Q4 		$2.22K Buy
38
+5
+15% +$279 ﹤0.01% 589
2022
Q3 		$2K Sell
33
-12
-27% -$673 ﹤0.01% 667
2022
Q2 		$3K Buy
45
+7
+18% +$440 ﹤0.01% 557
2022
Q1 		$2K Buy
+38
New +$2.33K ﹤0.01% 728

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's L Position: Q3 2023 in Review

Disciplined Investments sold out of Loews (L) in Q3 2023, closing a stake of 36 shares — an estimated $2.14K sold.

Disciplined Investments first reported a position in L in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 538 funds tracked by Wall St. Rank hold L as of Q3 2023.

  • Disciplined Investments reported no remaining Loews position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 36 Loews shares in Q3 2023, an estimated $2.14K.
  • Disciplined Investments first reported a position in Loews in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Loews position peaked at $3K in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Loews as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.