Harbor Investment Advisory’s Loews L Stock Holding History

Harbor Investment Advisory’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	$32.2K	Hold	284	–	–	﹤0.01%	841
2026 Q1	$30.3K	Hold	284	–	–	﹤0.01%	703
2025 Q4	$29.9K	Buy	+284	New	+$29.3K	﹤0.01%	746
2024 Q3	–	Sell	-3	Closed	-$224	–	1239
2024 Q2	$224	Buy	+3	New	+$227	﹤0.01%	1173
2020 Q2	–	Sell	-195	Closed	-$7K	–	1197
2020 Q1	$7K	Hold	195	–	–	﹤0.01%	813
2019 Q4	$10K	Buy	+195	New	+$9.84K	﹤0.01%	634

Other funds holding L

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return