Jeppson Wealth Management’s Loews L Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-200	Closed	-$7K	–	299
2020 Q3	$7K	Buy	+200	New	+$7.18K	0.01%	425

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's L Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Loews (L) in Q4 2020, closing a stake of 200 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in L in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 444 funds tracked by Wall St. Rank hold L as of Q4 2020.

Jeppson Wealth Management reported no remaining Loews position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 200 Loews shares in Q4 2020, an estimated $7K.
Jeppson Wealth Management first reported a position in Loews in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Loews position peaked at $7K in Q3 2020.
444 funds tracked by Wall St. Rank held Loews as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.