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Douglass Winthrop Advisors’s Loews L Stock Holding History

Douglass Winthrop 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
2020
Q1 		– Sell
-6,545
Closed -$344K – 250
2019
Q4 		$344K Hold
6,545
– – 0.01% 222
2019
Q3 		$337K Hold
6,545
– – 0.01% 214
2019
Q2 		$358K Hold
6,545
– – 0.01% 205
2019
Q1 		$314K Sell
6,545
-2,500
-28% -$118K 0.01% 204
2018
Q4 		$412K Sell
9,045
-555
-6% -$26.2K 0.02% 179
2018
Q3 		$482K Hold
9,600
– – 0.02% 173
2018
Q2 		$463K Hold
9,600
– – 0.02% 198
2018
Q1 		$477K Hold
9,600
– – 0.02% 192
2017
Q4 		$480K Sell
9,600
-2,300
-19% -$114K 0.03% 171
2017
Q3 		$570K Hold
11,900
– – 0.03% 161
2017
Q2 		$557K Hold
11,900
– – 0.03% 159
2017
Q1 		$557K Hold
11,900
– – 0.03% 156
2016
Q4 		$557K Sell
11,900
-378
-3% -$16.6K 0.04% 149
2016
Q3 		$505K Sell
12,278
-6,567
-35% -$270K 0.03% 155
2016
Q2 		$774K Hold
18,845
– – 0.05% 133
2016
Q1 		$721K Sell
18,845
-5,455
-22% -$201K 0.05% 134
2015
Q4 		$933K Hold
24,300
– – 0.07% 123
2015
Q3 		$878K Sell
24,300
-19,150
-44% -$716K 0.07% 127
2015
Q2 		$1.77M Hold
43,450
– – 0.14% 88
2015
Q1 		$1.77M Sell
43,450
-361,795
-89% -$14.7M 0.14% 88
2014
Q4 		$17M Sell
405,245
-66,012
-14% -$2.77M 1.52% 24
2014
Q3 		$19.6M Buy
471,257
+14,315
+3% +$616K 1.81% 23
2014
Q2 		$20.1M Sell
456,942
-3,890
-0.8% -$170K 1.85% 23
2014
Q1 		$20.3M Buy
460,832
+33,715
+8% +$1.51M 2% 21
2013
Q4 		$20.6M Buy
427,117
+3,845
+0.9% +$184K 2.14% 19
2013
Q3 		$19.8M Buy
423,272
+59,480
+16% +$2.74M 2.3% 18
2013
Q2 		$16.2M Buy
+363,792
New +$16.3M 1.95% 20

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Douglass Winthrop Advisors's L Position: Q1 2020 in Review

Douglass Winthrop Advisors sold out of Loews (L) in Q1 2020, closing a stake of 6,545 shares — an estimated $344K sold.

Douglass Winthrop Advisors first reported a position in L in Q2 2013 and held it in 27 quarters. The position peaked at $20.6M in Q4 2013. 421 funds tracked by Wall St. Rank hold L as of Q1 2020.

  • Douglass Winthrop Advisors reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 6,545 Loews shares in Q1 2020, an estimated $344K.
  • Douglass Winthrop Advisors first reported a position in Loews in Q2 2013 and held it in 27 quarters.
  • Douglass Winthrop Advisors's Loews position peaked at $20.6M in Q4 2013.
  • 421 funds tracked by Wall St. Rank held Loews as of Q1 2020.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.