Greenwood Capital Associates’s Loews L Stock Holding History

Greenwood Capital 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
2026 Q2	–	Sell	-5,288	Closed	-$564K	–	298
2026 Q1	$564K	Sell	5,288 -294	-5%	-$31.5K	0.06%	179
2025 Q4	$588K	Sell	5,582 -537	-9%	-$55.4K	0.06%	169
2025 Q3	$614K	Sell	6,119 -510	-8%	-$48.2K	0.07%	168
2025 Q2	$608K	Sell	6,629 -2,392	-27%	-$210K	0.08%	169
2025 Q1	$829K	Sell	9,021 -30	-0.3%	-$2.57K	0.11%	139
2024 Q4	$767K	Sell	9,051 -1,010	-10%	-$83.2K	0.1%	156
2024 Q3	$795K	Sell	10,061 -222	-2%	-$17.4K	0.1%	155
2024 Q2	$769K	Sell	10,283 -645	-6%	-$48.9K	0.1%	160
2024 Q1	$856K	Sell	10,928 -367	-3%	-$27.1K	0.11%	151
2023 Q4	$786K	Sell	11,295 -242	-2%	-$16.1K	0.1%	151
2023 Q3	$730K	Sell	11,537 -762	-6%	-$47.5K	0.11%	157
2023 Q2	$730K	Sell	12,299 -125	-1%	-$7.24K	0.1%	160
2023 Q1	$721K	Sell	12,424 -355	-3%	-$21K	0.1%	158
2022 Q4	$745K	Sell	12,779 -58,019	-82%	-$3.23M	0.12%	141
2022 Q3	$3.53M	Sell	70,798 -2,595	-4%	-$146K	0.61%	54
2022 Q2	$4.35M	Buy	+73,393	New	+$4.62M	0.7%	52

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

Greenwood Capital Associates's L Position: Q2 2026 in Review

Greenwood Capital Associates sold out of Loews (L) in Q2 2026, closing a stake of 5,288 shares — an estimated $564K sold.

Greenwood Capital Associates first reported a position in L in Q2 2022 and held it in 16 quarters. The position peaked at $4.35M in Q2 2022. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Greenwood Capital Associates reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Greenwood Capital Associates sold 5,288 Loews shares in Q2 2026, an estimated $564K.
Greenwood Capital Associates first reported a position in Loews in Q2 2022 and held it in 16 quarters.
Greenwood Capital Associates's Loews position peaked at $4.35M in Q2 2022.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.