MV Capital Management’s Loews L Stock Holding History

MV Capital 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
2026 Q1	$15.2K	Buy	142 +5	+4%	+$535	﹤0.01%	479
2025 Q4	$14.4K	Hold	137	–	–	﹤0.01%	481
2025 Q3	$13.8K	Hold	137	–	–	﹤0.01%	477
2025 Q2	$12.6K	Sell	137 -2	-1%	-$176	﹤0.01%	495
2025 Q1	$12.8K	Sell	139 -2	-1%	-$171	﹤0.01%	486
2024 Q4	$11.9K	Buy	141 +2	+1%	+$165	﹤0.01%	498
2024 Q3	$11K	Hold	139	–	–	﹤0.01%	516
2024 Q2	$10.4K	Hold	139	–	–	﹤0.01%	513
2024 Q1	$10.9K	Buy	139 +2	+1%	+$148	﹤0.01%	511
2023 Q4	$9.53K	Hold	137	–	–	﹤0.01%	527
2023 Q3	$8.67K	Hold	137	–	–	﹤0.01%	529
2023 Q2	$8.14K	Sell	137 -504	-79%	-$29.2K	﹤0.01%	540
2023 Q1	$37.2K	Buy	641 +623	+3,461%	+$36.9K	0.01%	314
2022 Q4	$1.05K	Sell	18 -26	-59%	-$1.45K	﹤0.01%	640
2022 Q3	$2K	Buy	44 +13	+42%	+$730	﹤0.01%	621
2022 Q2	$2K	Buy	31 +15	+94%	+$944	﹤0.01%	625
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	680
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	680
2021 Q3	$1K	Buy	+16	New	+$869	﹤0.01%	699

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return