Gifford Fong Associates’s Loews L Stock Holding History

Gifford Fong Associates’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
2025 Q4	$706K	Hold	6,700	–	–	0.14%	97
2025 Q3	$673K	Hold	6,700	–	–	0.14%	98
2025 Q2	$614K	Hold	6,700	–	–	0.14%	102
2025 Q1	$616K	Hold	6,700	–	–	0.15%	106
2024 Q4	$567K	Hold	6,700	–	–	0.14%	107
2024 Q3	$530K	Hold	6,700	–	–	0.13%	111
2024 Q2	$501K	Hold	6,700	–	–	0.13%	109
2024 Q1	$525K	Hold	6,700	–	–	0.14%	112
2023 Q4	$466K	Hold	6,700	–	–	0.1%	116
2023 Q3	$424K	Hold	6,700	–	–	0.1%	117
2023 Q2	$398K	Hold	6,700	–	–	0.09%	119
2023 Q1	$389K	Hold	6,700	–	–	0.1%	118
2022 Q4	$391K	Hold	6,700	–	–	0.09%	117
2022 Q3	$334K	Hold	6,700	–	–	0.08%	118
2022 Q2	$397K	Hold	6,700	–	–	0.09%	116
2022 Q1	$434K	Hold	6,700	–	–	0.08%	118
2021 Q4	$387K	Hold	6,700	–	–	0.07%	119
2021 Q3	$361K	Hold	6,700	–	–	0.07%	118
2021 Q2	$366K	Hold	6,700	–	–	0.07%	117
2021 Q1	$344K	Hold	6,700	–	–	0.07%	118
2020 Q4	$302K	Hold	6,700	–	–	0.07%	117
2020 Q3	$233K	Hold	6,700	–	–	0.06%	115
2020 Q2	$230K	Hold	6,700	–	–	0.07%	114
2020 Q1	$233K	Hold	6,700	–	–	0.09%	107
2019 Q4	$352K	Hold	6,700	–	–	0.1%	108
2019 Q3	$345K	Hold	6,700	–	–	0.11%	107
2019 Q2	$366K	Hold	6,700	–	–	0.12%	102
2019 Q1	$321K	Hold	6,700	–	–	0.11%	104
2018 Q4	$305K	Hold	6,700	–	–	0.12%	104
2018 Q3	$337K	Hold	6,700	–	–	0.11%	107
2018 Q2	$323K	Buy	+6,700	New	+$337K	0.11%	102

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

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

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

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

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

Gifford Fong Associates's L Position: Q4 2025 in Review

Gifford Fong Associates held its Loews (L) position steady in Q4 2025 at 6,700 shares worth $706K. The position accounts for 0.14% of the portfolio, ranked #97.

Gifford Fong Associates first reported a position in L in Q2 2018 and has held it in 31 quarters since. 750 funds tracked by Wall St. Rank hold L as of Q4 2025.

Gifford Fong Associates held 6,700 shares of Loews worth $706K as of Q4 2025.
Gifford Fong Associates left its Loews share count unchanged in Q4 2025.
Loews made up 0.14% of Gifford Fong Associates's portfolio in Q4 2025, its #97 holding.
Gifford Fong Associates first reported a position in Loews in Q2 2018 and has held it in 31 quarters since.
750 funds tracked by Wall St. Rank held Loews as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.