Harbour Investments’s Loews L Stock Holding History

Harbour 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
2026 Q1	$28.5K	Buy	267 +84	+46%	+$8.99K	﹤0.01%	2663
2025 Q4	$19.3K	Buy	183 +44	+32%	+$4.54K	﹤0.01%	2432
2025 Q3	$14K	Buy	139 +18	+15%	+$1.7K	﹤0.01%	2524
2025 Q2	$11.1K	Buy	121 +18	+17%	+$1.58K	﹤0.01%	2522
2025 Q1	$9.47K	Buy	103 +23	+29%	+$1.97K	﹤0.01%	2548
2024 Q4	$6.78K	Hold	80	–	–	﹤0.01%	2615
2024 Q3	$6.32K	Buy	80 +3	+4%	+$235	﹤0.01%	2547
2024 Q2	$5.75K	Hold	77	–	–	﹤0.01%	2460
2024 Q1	$6.03K	Hold	77	–	–	﹤0.01%	2411
2023 Q4	$5.36K	Buy	77 +11	+17%	+$731	﹤0.01%	2379
2023 Q3	$4.18K	Buy	66 +6	+10%	+$374	﹤0.01%	2335
2023 Q2	$3.56K	Hold	60	–	–	﹤0.01%	2379
2023 Q1	$3.48K	Hold	60	–	–	﹤0.01%	2410
2022 Q4	$3.5K	Buy	60 +2	+3%	+$111	﹤0.01%	2349
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	2330
2022 Q2	$3K	Buy	+58	New	+$3.65K	﹤0.01%	2330
2021 Q4	$3K	Sell	58 -76	-57%	-$4.31K	﹤0.01%	2326
2021 Q3	$7K	Hold	134	–	–	﹤0.01%	2837
2021 Q2	$7K	Hold	134	–	–	﹤0.01%	2911
2021 Q1	$7K	Buy	+134	New	+$6.53K	﹤0.01%	2771

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