Lee Financial’s Loews L Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-76	Closed	-$5.29K	–	528
2023 Q4	$5.29K	Hold	76	–	–	﹤0.01%	532
2023 Q3	$4.81K	Hold	76	–	–	﹤0.01%	527
2023 Q2	$4.51K	Hold	76	–	–	﹤0.01%	524
2023 Q1	$4.41K	Hold	76	–	–	﹤0.01%	548
2022 Q4	$4.43K	Buy	+76	New	+$4.24K	﹤0.01%	566

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

Lee Financial's L Position: Q1 2024 in Review

Lee Financial sold out of Loews (L) in Q1 2024, closing a stake of 76 shares — an estimated $5.29K sold.

Lee Financial first reported a position in L in Q4 2022 and held it in 5 quarters. The position peaked at $5.29K in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

Lee Financial reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 76 Loews shares in Q1 2024, an estimated $5.29K.
Lee Financial first reported a position in Loews in Q4 2022 and held it in 5 quarters.
Lee Financial's Loews position peaked at $5.29K in Q4 2023.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.