Money Concepts Capital’s Loews L Stock Holding History

Money Concepts 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
2022 Q1	–	Sell	-8,946	Closed	-$517K	–	2732
2021 Q4	$517K	Buy	+8,946	New	+$508K	0.04%	310
2021 Q1	$331K	Buy	+6,461	New	+$315K	0.03%	387

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Money Concepts Capital's L Position: Q1 2022 in Review

Money Concepts Capital sold out of Loews (L) in Q1 2022, closing a stake of 8,946 shares — an estimated $517K sold.

Money Concepts Capital first reported a position in L in Q1 2021 and held it in 2 quarters. The position peaked at $517K in Q4 2021. 529 funds tracked by Wall St. Rank hold L as of Q1 2022.

Money Concepts Capital reported no remaining Loews position as of Q1 2022 after selling out during the quarter.
Money Concepts Capital sold 8,946 Loews shares in Q1 2022, an estimated $517K.
Money Concepts Capital first reported a position in Loews in Q1 2021 and held it in 2 quarters.
Money Concepts Capital's Loews position peaked at $517K in Q4 2021.
529 funds tracked by Wall St. Rank held Loews as of Q1 2022.

Based on Money Concepts Capital's 13F filing for Q1 2022, filed 13 May 2022.