Mid Atlantic Financial Management’s Loews L Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$550K	Hold	10,207	–	–	0.04%	429
2021 Q2	$558K	Buy	10,207 +1	+0%	+$56	0.04%	428
2021 Q1	$523K	Sell	10,206 -86	-0.8%	-$4.19K	0.04%	415
2020 Q4	$463K	Hold	10,292	–	–	0.04%	420
2020 Q3	$438K	Buy	10,292 +1	+0%	+$36	0.04%	394
2020 Q2	$353K	Hold	10,291	–	–	0.03%	435
2020 Q1	$358K	Sell	10,291 -800	-7%	-$37.7K	0.04%	384
2019 Q4	$582K	Buy	+11,091	New	+$560K	0.05%	347

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Mid Atlantic Financial Management's L Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Loews (L) position steady in Q3 2021 at 10,207 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #429.

Mid Atlantic Financial Management first reported a position in L in Q4 2019 and has held it in 8 quarters since. The position peaked at $582K in Q4 2019. 469 funds tracked by Wall St. Rank hold L as of Q3 2021.

Mid Atlantic Financial Management held 10,207 shares of Loews worth $550K as of Q3 2021.
Mid Atlantic Financial Management left its Loews share count unchanged in Q3 2021.
Loews made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #429 holding.
Mid Atlantic Financial Management first reported a position in Loews in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's Loews position peaked at $582K in Q4 2019.
469 funds tracked by Wall St. Rank held Loews as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.