GW&K Investment Management’s Loews L Stock Holding History

GW&K Investment Management’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 Q1	$16K	Sell	147 -24	-14%	-$2.57K	﹤0.01%	817
2025 Q4	$18K	Buy	171 +100	+141%	+$10.3K	﹤0.01%	764
2025 Q3	$7K	Buy	71 +7	+11%	+$662	﹤0.01%	904
2025 Q2	$6K	Buy	64 +1	+2%	+$88	﹤0.01%	905
2025 Q1	$6K	Buy	63 +15	+31%	+$1.28K	﹤0.01%	897
2024 Q4	$4K	Buy	48 +3	+7%	+$247	﹤0.01%	884
2024 Q3	$4K	Sell	45 -8	-15%	-$628	﹤0.01%	872
2024 Q2	$4K	Sell	53 -4	-7%	-$303	﹤0.01%	844
2024 Q1	$4K	Buy	57 +42	+280%	+$3.1K	﹤0.01%	822
2023 Q4	$1K	Hold	15	–	–	﹤0.01%	905
2023 Q3	$1K	Buy	15 +11	+275%	+$685	﹤0.01%	885
2023 Q2	$0	Buy	+4	New	+$232	﹤0.01%	910
2022 Q3	–	Sell	-19	Closed	-$1K	–	639
2022 Q2	$1K	Buy	19 +13	+217%	+$818	﹤0.01%	810
2022 Q1	$0	Buy	+6	New	+$368	﹤0.01%	831

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return