Geller Advisors’s Loews L Stock Holding History

Geller Advisors’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
2024 Q4	$419K	Sell	4,949 -747	-13%	-$61.6K	0.03%	154
2024 Q3	$450K	Sell	5,696 -102	-2%	-$8K	0.03%	148
2024 Q2	$433K	Sell	5,798 -238	-4%	-$18K	0.03%	158
2024 Q1	$473K	Sell	6,036 -90	-1%	-$6.65K	0.04%	155
2023 Q4	$426K	Sell	6,126 -3,252	-35%	-$216K	0.04%	154
2023 Q3	$594K	Buy	9,378 +766	+9%	+$47.7K	0.07%	94
2023 Q2	$511K	Buy	+8,612	New	+$498K	0.06%	114

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Geller Advisors's L Position: Q4 2024 in Review

Geller Advisors reduced its Loews (L) stake by 13% in Q4 2024, selling an estimated $61.6K and leaving 4,949 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #154.

Geller Advisors first reported a position in L in Q2 2023 and has held it in 7 quarters since. The position peaked at $594K in Q3 2023. 631 funds tracked by Wall St. Rank hold L as of Q4 2024.

Geller Advisors held 4,949 shares of Loews worth $419K as of Q4 2024.
Geller Advisors sold 747 Loews shares in Q4 2024, an estimated $61.6K.
Loews made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #154 holding.
Geller Advisors first reported a position in Loews in Q2 2023 and has held it in 7 quarters since.
Geller Advisors's Loews position peaked at $594K in Q3 2023.
631 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.