Institutional & Family Asset Management’s Loews L Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell	-19	Closed	-$1.32K	–	756
2023 Q4	$1.32K	Hold	19	–	–	﹤0.01%	589
2023 Q3	$1.2K	Hold	19	–	–	﹤0.01%	598
2023 Q2	$1.13K	Hold	19	–	–	﹤0.01%	619
2023 Q1	$1.1K	Hold	19	–	–	﹤0.01%	619
2022 Q4	$1.11K	Hold	19	–	–	﹤0.01%	599
2022 Q3	$1K	Sell	19 -19	-50%	-$1.07K	﹤0.01%	645
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	608
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	647
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	671
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	779
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	824
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	800
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	774
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	796
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	784
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	749
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	744
2019 Q3	$2K	Sell	38 -18	-32%	-$929	﹤0.01%	704
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	666
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	661
2018 Q4	$3K	Hold	56	–	–	﹤0.01%	647
2018 Q3	$3K	Hold	56	–	–	﹤0.01%	686
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	675
2018 Q1	$3K	Buy	+56	New	+$2.83K	﹤0.01%	670

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Institutional & Family Asset Management's L Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Loews (L) in Q1 2024, closing a stake of 19 shares — an estimated $1.32K sold.

Institutional & Family Asset Management first reported a position in L in Q1 2018 and held it in 24 quarters. The position peaked at $3K in Q2 2019. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

Institutional & Family Asset Management reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 19 Loews shares in Q1 2024, an estimated $1.32K.
Institutional & Family Asset Management first reported a position in Loews in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Loews position peaked at $3K in Q2 2019.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.