Kapitalo Investimentos’s Loews L Stock Holding History

Kapitalo Investimentos’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
2025 Q1	–	Sell	-206	Closed	-$17.4K	–	216
2024 Q4	$17.4K	Buy	+206	New	+$17K	0.01%	256
2024 Q1	–	Sell	-3,898	Closed	-$271K	–	425
2023 Q4	$271K	Buy	3,898 +2,644	+211%	+$176K	0.06%	210
2023 Q3	$79.4K	Sell	1,254 -1,339	-52%	-$83.4K	0.01%	426
2023 Q2	$154K	Buy	+2,593	New	+$150K	0.03%	289

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Kapitalo Investimentos's L Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Loews (L) in Q1 2025, closing a stake of 206 shares — an estimated $17.4K sold.

Kapitalo Investimentos first reported a position in L in Q2 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2023. 639 funds tracked by Wall St. Rank hold L as of Q1 2025.

Kapitalo Investimentos reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 206 Loews shares in Q1 2025, an estimated $17.4K.
Kapitalo Investimentos first reported a position in Loews in Q2 2023 and held it in 4 quarters.
Kapitalo Investimentos's Loews position peaked at $271K in Q4 2023.
639 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.