FormulaFolio Investments’s Loews L Stock Holding History

FormulaFolio Investments’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
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	477
2021 Q1	$1K	Buy	+13	New	+$633	﹤0.01%	445
2017 Q4	–	Sell	-19,700	Closed	-$943K	–	259
2017 Q3	$943K	Buy	19,700 +311	+2%	+$14.8K	0.07%	80
2017 Q2	$908K	Buy	19,389 +7,047	+57%	+$330K	0.08%	74
2017 Q1	$577K	Buy	+12,342	New	+$577K	0.06%	103

Other funds holding L

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FormulaFolio Investments's L Position: Q2 2021 in Review

FormulaFolio Investments held its Loews (L) position steady in Q2 2021 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

FormulaFolio Investments first reported a position in L in Q1 2017 and has held it in 5 quarters since. The position peaked at $943K in Q3 2017. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

FormulaFolio Investments held 13 shares of Loews worth $1K as of Q2 2021.
FormulaFolio Investments left its Loews share count unchanged in Q2 2021.
Loews made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #477 holding.
FormulaFolio Investments first reported a position in Loews in Q1 2017 and has held it in 5 quarters since.
FormulaFolio Investments's Loews position peaked at $943K in Q3 2017.
467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.