King Wealth Management Group’s Loews L Stock Holding History

King Wealth Management Group’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
2022 Q3	–	Sell	-3,869	Closed	-$229K	–	161
2022 Q2	$229K	Hold	3,869	–	–	0.05%	140
2022 Q1	$251K	Sell	3,869 -1,250	-24%	-$76.6K	0.05%	149
2021 Q4	$296K	Hold	5,119	–	–	0.05%	140
2021 Q3	$276K	Hold	5,119	–	–	0.06%	145
2021 Q2	$280K	Hold	5,119	–	–	0.06%	143
2021 Q1	$263K	Hold	5,119	–	–	0.06%	138
2020 Q4	$230K	Sell	5,119 -1,100	-18%	-$44.2K	0.05%	141
2020 Q3	$216K	Hold	6,219	–	–	0.06%	151
2020 Q2	$213K	Sell	6,219 -250	-4%	-$8.43K	0.06%	142
2020 Q1	$225K	Sell	6,469 -1,200	-16%	-$56.6K	0.1%	115
2019 Q4	$403K	Hold	7,669	–	–	0.11%	89
2019 Q3	$395K	Hold	7,669	–	–	0.11%	80
2019 Q2	$419K	Hold	7,669	–	–	0.13%	77
2019 Q1	$368K	Hold	7,669	–	–	0.12%	83
2018 Q4	$349K	Sell	7,669 -1,100	-13%	-$51.8K	0.13%	79
2018 Q3	$440K	Hold	8,769	–	–	0.14%	74
2018 Q2	$423K	Hold	8,769	–	–	0.14%	73
2018 Q1	$436K	Buy	8,769 +250	+3%	+$12.6K	0.15%	74
2017 Q4	$426K	Hold	8,519	–	–	0.15%	74
2017 Q3	$408K	Sell	8,519 -2,100	-20%	-$99.9K	0.15%	79
2017 Q2	$497K	Hold	10,619	–	–	0.2%	67
2017 Q1	$497K	Hold	10,619	–	–	0.21%	68
2016 Q4	$497K	Hold	10,619	–	–	0.22%	63
2016 Q3	$437K	Buy	+10,619	New	+$436K	0.22%	61
2015 Q3	–	Sell	-12,019	Closed	-$463K	–	118
2015 Q2	$463K	Buy	+12,019	New	+$489K	0.25%	64
2015 Q1	–	Sell	-12,519	Closed	-$526K	–	109
2014 Q4	$526K	Buy	+12,519	New	+$525K	0.28%	58

Other funds holding L

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

King Wealth Management Group's L Position: Q3 2022 in Review

King Wealth Management Group sold out of Loews (L) in Q3 2022, closing a stake of 3,869 shares — an estimated $229K sold.

King Wealth Management Group first reported a position in L in Q4 2014 and held it in 26 quarters. The position peaked at $526K in Q4 2014. 510 funds tracked by Wall St. Rank hold L as of Q3 2022.

King Wealth Management Group reported no remaining Loews position as of Q3 2022 after selling out during the quarter.
King Wealth Management Group sold 3,869 Loews shares in Q3 2022, an estimated $229K.
King Wealth Management Group first reported a position in Loews in Q4 2014 and held it in 26 quarters.
King Wealth Management Group's Loews position peaked at $526K in Q4 2014.
510 funds tracked by Wall St. Rank held Loews as of Q3 2022.

Based on King Wealth Management Group's 13F filing for Q3 2022, filed 10 Nov 2022.