IMA Advisory Services’s Loews L Stock Holding History

IMA Advisory Services’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	$15.5K	Hold	145	–	–	﹤0.01%	307
2025 Q4	$15.3K	Hold	145	–	–	﹤0.01%	316
2025 Q3	$14.6K	Hold	145	–	–	﹤0.01%	309
2025 Q2	$13.3K	Sell	145 -67	-32%	-$5.88K	﹤0.01%	301
2025 Q1	$19.5K	Buy	+212	New	+$18.1K	﹤0.01%	283
2024 Q4	–	Sell	-212	Closed	-$16.8K	–	229
2024 Q3	$16.8K	Buy	+212	New	+$16.6K	﹤0.01%	229
2023 Q4	–	Sell	-212	Closed	-$13.4K	–	178
2023 Q3	$13.4K	Hold	212	–	–	﹤0.01%	235
2023 Q2	$12.6K	Sell	212 -163	-43%	-$9.43K	﹤0.01%	241
2023 Q1	$21.8K	Hold	375	–	–	0.01%	208
2022 Q4	$21.9K	Hold	375	–	–	0.01%	221
2022 Q3	$19K	Hold	375	–	–	0.01%	222
2022 Q2	$22K	Hold	375	–	–	0.01%	222
2022 Q1	$24K	Hold	375	–	–	0.01%	194
2021 Q4	$22K	Hold	375	–	–	﹤0.01%	210
2021 Q3	$20K	Hold	375	–	–	﹤0.01%	201
2021 Q2	$20K	Hold	375	–	–	﹤0.01%	200
2021 Q1	$19K	Hold	375	–	–	﹤0.01%	206
2020 Q4	$17K	Buy	+375	New	+$15.1K	﹤0.01%	193

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