Janiczek Wealth Management’s Loews L Stock Holding History

Janiczek Wealth 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
2023 Q4	–	Sell	-23	Closed	-$1.46K	–	1154
2023 Q3	$1.46K	Hold	23	–	–	﹤0.01%	871
2023 Q2	$1.37K	Hold	23	–	–	﹤0.01%	808
2023 Q1	$1.29K	Sell	23 -13	-36%	-$770	﹤0.01%	816
2022 Q4	$2.16K	Hold	36	–	–	﹤0.01%	761
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	783
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	777
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	836
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	815
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	771
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	740
2020 Q4	$2K	Buy	36 +13	+57%	+$522	﹤0.01%	678
2020 Q3	$1K	Buy	+23	New	+$825	﹤0.01%	586

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

Janiczek Wealth Management's L Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Loews (L) in Q4 2023, closing a stake of 23 shares — an estimated $1.46K sold.

Janiczek Wealth Management first reported a position in L in Q3 2020 and held it in 13 quarters. The position peaked at $2.16K in Q4 2022. 575 funds tracked by Wall St. Rank hold L as of Q4 2023.

Janiczek Wealth Management reported no remaining Loews position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 23 Loews shares in Q4 2023, an estimated $1.46K.
Janiczek Wealth Management first reported a position in Loews in Q3 2020 and held it in 13 quarters.
Janiczek Wealth Management's Loews position peaked at $2.16K in Q4 2022.
575 funds tracked by Wall St. Rank held Loews as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.