GYL Financial Synergies’s Loews L Stock Holding History

GYL Financial Synergies’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	$834K	Buy	10,552 +42	+0.4%	+$3.29K	0.06%	198
2024 Q2	$786K	Hold	10,510	–	–	0.06%	201
2024 Q1	$823K	Hold	10,510	–	–	0.06%	197
2023 Q4	$731K	Hold	10,510	–	–	0.06%	207
2023 Q3	$665K	Hold	10,510	–	–	0.06%	210
2023 Q2	$624K	Sell	10,510 -44	-0.4%	-$2.55K	0.06%	220
2023 Q1	$612K	Buy	10,554 +44	+0.4%	+$2.61K	0.07%	172
2022 Q4	$613K	Buy	+10,510	New	+$586K	0.13%	107

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

GYL Financial Synergies's L Position: Q3 2024 in Review

GYL Financial Synergies increased its Loews (L) stake by 0.4% in Q3 2024, buying an estimated $3.29K and bringing the position to 10,552 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #198.

GYL Financial Synergies first reported a position in L in Q4 2022 and has held it in 8 quarters since. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

GYL Financial Synergies held 10,552 shares of Loews worth $834K as of Q3 2024.
GYL Financial Synergies bought 42 Loews shares in Q3 2024, an estimated $3.29K.
Loews made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #198 holding.
GYL Financial Synergies first reported a position in Loews in Q4 2022 and has held it in 8 quarters since.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.