Lokken Investment Group’s Loews L Stock Holding History

Lokken Investment 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
2023 Q1	–	Sell	-7,495	Closed	-$437K	–	134
2022 Q4	$437K	Hold	7,495	–	–	0.35%	68
2022 Q3	$374K	Hold	7,495	–	–	0.32%	67
2022 Q2	$444K	Hold	7,495	–	–	0.36%	63
2022 Q1	$471K	Hold	7,495	–	–	0.37%	60
2021 Q4	$433K	Hold	7,495	–	–	0.31%	66
2021 Q3	$404K	Hold	7,495	–	–	0.32%	71
2021 Q2	$410K	Hold	7,495	–	–	0.33%	68
2021 Q1	$384K	Buy	7,495 +2,200	+42%	+$107K	0.34%	68
2020 Q4	$238K	Buy	+5,295	New	+$213K	0.22%	90

Other funds holding L

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Lokken Investment Group's L Position: Q1 2023 in Review

Lokken Investment Group sold out of Loews (L) in Q1 2023, closing a stake of 7,495 shares — an estimated $437K sold.

Lokken Investment Group first reported a position in L in Q4 2020 and held it in 9 quarters. The position peaked at $471K in Q1 2022. 505 funds tracked by Wall St. Rank hold L as of Q1 2023.

Lokken Investment Group reported no remaining Loews position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 7,495 Loews shares in Q1 2023, an estimated $437K.
Lokken Investment Group first reported a position in Loews in Q4 2020 and held it in 9 quarters.
Lokken Investment Group's Loews position peaked at $471K in Q1 2022.
505 funds tracked by Wall St. Rank held Loews as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.