Ellevest Inc’s Loews L Stock Holding History

Ellevest Inc’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 Q1	$469K	Sell	4,396 -225	-5%	-$24.1K	0.07%	249
2025 Q4	$487K	Sell	4,621 -47	-1%	-$4.85K	0.07%	234
2025 Q3	$469K	Buy	+4,668	New	+$441K	0.07%	230
2023 Q2	–	Sell	-484	Closed	-$28.1K	–	1040
2023 Q1	$28.1K	Buy	484 +258	+114%	+$15.3K	﹤0.01%	757
2022 Q4	$13.2K	Sell	226 -85	-27%	-$4.74K	﹤0.01%	963
2022 Q3	$16K	Buy	311 +63	+25%	+$3.54K	﹤0.01%	876
2022 Q2	$15K	Sell	248 -179	-42%	-$11.3K	﹤0.01%	804
2022 Q1	$28K	Buy	427 +157	+58%	+$9.62K	﹤0.01%	659
2021 Q4	$16K	Sell	270 -1	-0.4%	-$57	﹤0.01%	763
2021 Q3	$15K	Buy	271 +176	+185%	+$9.56K	﹤0.01%	729
2021 Q2	$5K	Buy	95 +23	+32%	+$1.29K	﹤0.01%	898
2021 Q1	$4K	Buy	+72	New	+$3.51K	﹤0.01%	947
2020 Q3	–	Sell	-72	Closed	-$2K	–	1230
2020 Q2	$2K	Buy	+72	New	+$2.43K	﹤0.01%	891
2020 Q1	–	Sell	-12	Closed	-$1K	–	1204
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	807
2019 Q3	$1K	Buy	+12	New	+$620	﹤0.01%	413

Other funds holding L

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ellevest Inc's L Position: Q1 2026 in Review

Ellevest Inc reduced its Loews (L) stake by 4.9% in Q1 2026, selling an estimated $24.1K and leaving 4,396 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #249.

Ellevest Inc first reported a position in L in Q3 2019 and has held it in 15 quarters since. The position peaked at $487K in Q4 2025. 770 funds tracked by Wall St. Rank hold L as of Q1 2026.

Ellevest Inc held 4,396 shares of Loews worth $469K as of Q1 2026.
Ellevest Inc sold 225 Loews shares in Q1 2026, an estimated $24.1K.
Loews made up 0.07% of Ellevest Inc's portfolio in Q1 2026, its #249 holding.
Ellevest Inc first reported a position in Loews in Q3 2019 and has held it in 15 quarters since.
Ellevest Inc's Loews position peaked at $487K in Q4 2025.
770 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.