Evergreen Capital Management’s Loews L Stock Holding History

Evergreen Capital 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
2026 Q2	$850K	Buy	7,509 +5,464	+267%	+$592K	0.01%	615
2026 Q1	$218K	Buy	+2,045	New	+$219K	﹤0.01%	1344

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Evergreen Capital Management's L Position: Q2 2026 in Review

Evergreen Capital Management increased its Loews (L) stake by 267% in Q2 2026, buying an estimated $592K and bringing the position to 7,509 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #615.

Evergreen Capital Management first reported a position in L in Q1 2026 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Evergreen Capital Management held 7,509 shares of Loews worth $850K as of Q2 2026.
Evergreen Capital Management bought 5,464 Loews shares in Q2 2026, an estimated $592K.
Loews made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #615 holding.
Evergreen Capital Management first reported a position in Loews in Q1 2026 and has held it in 2 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.