Edmond de Rothschild Holding’s Loews L Stock Holding History

Edmond de Rothschild Holding’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 Q2	$25.7K	Buy	+227	New	+$24.6K	﹤0.01%	543
2019 Q1	–	Sell	-3,500	Closed	-$159K	–	660
2018 Q4	$159K	Sell	3,500 -2,661	-43%	-$125K	0.01%	420
2018 Q3	$310K	Buy	6,161 +2,661	+76%	+$133K	0.01%	391
2018 Q2	$169K	Hold	3,500	–	–	﹤0.01%	501
2018 Q1	$174K	Sell	3,500 -3,461	-50%	-$175K	0.01%	492
2017 Q4	$348K	Buy	6,961 +3,461	+99%	+$171K	0.01%	411
2017 Q3	$168K	Buy	+3,500	New	+$167K	﹤0.01%	532

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Edmond de Rothschild Holding's L Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Loews (L) in Q2 2026: 227 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in L as recently as Q4 2018.

Edmond de Rothschild Holding first reported a position in L in Q3 2017 and has held it in 7 quarters since. The position peaked at $348K in Q4 2017. 786 funds tracked by Wall St. Rank hold L as of Q2 2026.

Edmond de Rothschild Holding held 227 shares of Loews worth $25.7K as of Q2 2026.
Loews was a new Edmond de Rothschild Holding position in Q2 2026.
Loews made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #543 holding.
Edmond de Rothschild Holding first reported a position in Loews in Q3 2017 and has held it in 7 quarters since.
Edmond de Rothschild Holding's Loews position peaked at $348K in Q4 2017.
786 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.