Gradient Investments’s Loews L Stock Holding History

Gradient 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
2024 Q3	–	Sell	-618	Closed	-$46.2K	–	866
2024 Q2	$46.2K	Buy	618 +1	+0.2%	+$76	﹤0.01%	509
2024 Q1	$48.3K	Hold	617	–	–	﹤0.01%	435
2023 Q4	$42.9K	Buy	617 +1	+0.2%	+$66	﹤0.01%	574
2023 Q3	$39K	Hold	616	–	–	﹤0.01%	554
2023 Q2	$36.6K	Buy	616 +1	+0.2%	+$58	﹤0.01%	569
2023 Q1	$35.7K	Hold	615	–	–	﹤0.01%	554
2022 Q4	$35.9K	Sell	615 -499	-45%	-$27.8K	﹤0.01%	566
2022 Q3	$56K	Hold	1,114	–	–	﹤0.01%	458
2022 Q2	$66K	Buy	1,114 +1	+0.1%	+$63	﹤0.01%	430
2022 Q1	$72K	Hold	1,113	–	–	﹤0.01%	415
2021 Q4	$64K	Buy	1,113 +1	+0.1%	+$57	﹤0.01%	440
2021 Q3	$60K	Buy	1,112 +101	+10%	+$5.49K	﹤0.01%	456
2021 Q2	$55K	Hold	1,011	–	–	﹤0.01%	454
2021 Q1	$52K	Buy	1,011 +1	+0.1%	+$49	﹤0.01%	456
2020 Q4	$35K	Hold	1,010	–	–	﹤0.01%	463
2020 Q3	$35K	Buy	+1,010	New	+$36.2K	﹤0.01%	465
2020 Q1	–	Sell	-18	Closed	-$1K	–	1166
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1026
2019 Q3	$1K	Buy	+18	New	+$929	﹤0.01%	1015
2019 Q1	–	Sell	-300	Closed	-$14K	–	936
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	517
2018 Q3	$15K	Hold	300	–	–	﹤0.01%	556
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	550
2018 Q1	$15K	Hold	300	–	–	﹤0.01%	542
2017 Q4	$15K	Buy	+300	New	+$14.8K	﹤0.01%	521

Other funds holding L

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's L Position: Q3 2024 in Review

Gradient Investments sold out of Loews (L) in Q3 2024, closing a stake of 618 shares — an estimated $46.2K sold.

Gradient Investments first reported a position in L in Q4 2017 and held it in 23 quarters. The position peaked at $72K in Q1 2022. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Gradient Investments reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 618 Loews shares in Q3 2024, an estimated $46.2K.
Gradient Investments first reported a position in Loews in Q4 2017 and held it in 23 quarters.
Gradient Investments's Loews position peaked at $72K in Q1 2022.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.