Luther King Capital Management (LKCM)’s Loews L Stock Holding History

Luther King Capital Management (LKCM)’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 Q3	–	Sell	-2,704	Closed	-$202K	–	611
2024 Q2	$202K	Hold	2,704	–	–	﹤0.01%	585
2024 Q1	$212K	Buy	+2,704	New	+$200K	﹤0.01%	575
2013 Q4	–	Sell	-8,378	Closed	-$392K	–	583
2013 Q3	$392K	Sell	8,378 -6,600	-44%	-$303K	﹤0.01%	572
2013 Q2	$665K	Buy	+14,978	New	+$671K	0.01%	487

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

Luther King Capital Management (LKCM)'s L Position: Q3 2024 in Review

Luther King Capital Management (LKCM) sold out of Loews (L) in Q3 2024, closing a stake of 2,704 shares — an estimated $202K sold.

Luther King Capital Management (LKCM) first reported a position in L in Q2 2013 and held it in 4 quarters. The position peaked at $665K in Q2 2013. 603 funds tracked by Wall St. Rank hold L as of Q3 2024.

Luther King Capital Management (LKCM) reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 2,704 Loews shares in Q3 2024, an estimated $202K.
Luther King Capital Management (LKCM) first reported a position in Loews in Q2 2013 and held it in 4 quarters.
Luther King Capital Management (LKCM)'s Loews position peaked at $665K in Q2 2013.
603 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2024, filed 8 Nov 2024.