Joel Isaacson & Co’s Loews L Stock Holding History

Joel Isaacson & Co’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
2021 Q2	–	Sell	-6,641	Closed	-$341K	–	295
2021 Q1	$341K	Hold	6,641	–	–	0.03%	202
2020 Q4	$299K	Hold	6,641	–	–	0.03%	198
2020 Q3	$231K	Hold	6,641	–	–	0.03%	203
2020 Q2	$228K	Hold	6,641	–	–	0.03%	192
2020 Q1	$231K	Buy	+6,641	New	+$313K	0.04%	163

Other funds holding L

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Joel Isaacson & Co's L Position: Q2 2021 in Review

Joel Isaacson & Co sold out of Loews (L) in Q2 2021, closing a stake of 6,641 shares — an estimated $341K sold.

Joel Isaacson & Co first reported a position in L in Q1 2020 and held it in 5 quarters. The position peaked at $341K in Q1 2021. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

Joel Isaacson & Co reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
Joel Isaacson & Co sold 6,641 Loews shares in Q2 2021, an estimated $341K.
Joel Isaacson & Co first reported a position in Loews in Q1 2020 and held it in 5 quarters.
Joel Isaacson & Co's Loews position peaked at $341K in Q1 2021.
467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on Joel Isaacson & Co's 13F filing for Q2 2021, filed 20 Jul 2021.