Lourd Capital’s Loews L Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-35,482	Closed	-$1.61M	–	214
2018 Q4	$1.61M	Buy	35,482 +143	+0.4%	+$6.74K	0.12%	37
2018 Q3	$1.77M	Sell	35,339 -21	-0.1%	-$1.05K	0.11%	35
2018 Q2	$1.71M	Hold	35,360	–	–	0.24%	35
2018 Q1	$1.76M	Buy	35,360 +20	+0.1%	+$1.01K	0.24%	36
2017 Q4	$1.77M	Buy	+35,340	New	+$1.75M	0.12%	42

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lourd Capital's L Position: Q1 2019 in Review

Lourd Capital sold out of Loews (L) in Q1 2019, closing a stake of 35,482 shares — an estimated $1.61M sold.

Lourd Capital first reported a position in L in Q4 2017 and held it in 5 quarters. The position peaked at $1.77M in Q3 2018. 480 funds tracked by Wall St. Rank hold L as of Q1 2019.

Lourd Capital reported no remaining Loews position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 35,482 Loews shares in Q1 2019, an estimated $1.61M.
Lourd Capital first reported a position in Loews in Q4 2017 and held it in 5 quarters.
Lourd Capital's Loews position peaked at $1.77M in Q3 2018.
480 funds tracked by Wall St. Rank held Loews as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.