Evercore Wealth Management’s Loews L Stock Holding History

Evercore Wealth Management’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	-5,307	Closed	-$279K	–	383
2019 Q4	$279K	Sell	5,307 -785	-13%	-$39.6K	0.01%	349
2019 Q3	$314K	Sell	6,092 -269	-4%	-$13.9K	0.01%	334
2019 Q2	$348K	Buy	6,361 +800	+14%	+$41.1K	0.01%	322
2019 Q1	$267K	Buy	5,561 +1,154	+26%	+$54.5K	0.01%	347
2018 Q4	$201K	Sell	4,407 -9	-0.2%	-$424	0.01%	362
2018 Q3	$222K	Buy	4,416 +100	+2%	+$5.01K	0.01%	388
2018 Q2	$208K	Hold	4,316	–	–	0.01%	389
2018 Q1	$215K	Hold	4,316	–	–	0.01%	335
2017 Q4	$216K	Hold	4,316	–	–	0.01%	354
2017 Q3	$207K	Hold	4,316	–	–	0.01%	361
2017 Q2	$202K	Hold	4,316	–	–	0.01%	361
2017 Q1	$202K	Hold	4,316	–	–	0.01%	362
2016 Q4	$202K	Sell	4,316 -620	-13%	-$27.2K	0.01%	365
2016 Q3	$203K	Hold	4,936	–	–	0.01%	370
2016 Q2	$203K	Sell	4,936 -142	-3%	-$5.63K	0.01%	357
2016 Q1	$194K	Sell	5,078 -110	-2%	-$4.05K	0.01%	358
2015 Q4	$199K	Buy	5,188 +762	+17%	+$28.4K	0.01%	366
2015 Q3	$160K	Hold	4,426	–	–	0.01%	416
2015 Q2	$170K	Sell	4,426 -141	-3%	-$5.74K	0.01%	446
2015 Q1	$186K	Hold	4,567	–	–	0.01%	429
2014 Q4	$192K	Hold	4,567	–	–	0.01%	366
2014 Q3	$191K	Buy	4,567 +141	+3%	+$6.07K	0.01%	404
2014 Q2	$195K	Hold	4,426	–	–	0.01%	390
2014 Q1	$195K	Hold	4,426	–	–	0.01%	379
2013 Q4	$213K	Hold	4,426	–	–	0.01%	360
2013 Q3	$206K	Hold	4,426	–	–	0.01%	396
2013 Q2	$196K	Buy	+4,426	New	+$198K	0.01%	400

Other funds holding L

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's L Position: Q1 2020 in Review

Evercore Wealth Management sold out of Loews (L) in Q1 2020, closing a stake of 5,307 shares — an estimated $279K sold.

Evercore Wealth Management first reported a position in L in Q2 2013 and held it in 27 quarters. The position peaked at $348K in Q2 2019. 421 funds tracked by Wall St. Rank hold L as of Q1 2020.

Evercore Wealth Management reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 5,307 Loews shares in Q1 2020, an estimated $279K.
Evercore Wealth Management first reported a position in Loews in Q2 2013 and held it in 27 quarters.
Evercore Wealth Management's Loews position peaked at $348K in Q2 2019.
421 funds tracked by Wall St. Rank held Loews as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.