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 Q3	$14.2K	Sell	136 -8	-6%	-$896	﹤0.01%	506
2026 Q2	$16.3K	Buy	144 +2	+1%	+$217	﹤0.01%	482
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	$9.5K	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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MV Capital Management's L Position: Q3 2026 in Review

MV Capital Management reduced its Loews (L) stake by 5.6% in Q3 2026, selling an estimated $896 and leaving 136 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

MV Capital Management first reported a position in L in Q3 2021 and has held it in 21 quarters since. The position peaked at $37.2K in Q1 2023. 303 funds tracked by Wall St. Rank hold L as of Q3 2026.

MV Capital Management held 136 shares of Loews worth $14.2K as of Q3 2026.
MV Capital Management sold 8 Loews shares in Q3 2026, an estimated $896.
Loews made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #506 holding.
MV Capital Management first reported a position in Loews in Q3 2021 and has held it in 21 quarters since.
MV Capital Management's Loews position peaked at $37.2K in Q1 2023.
303 funds tracked by Wall St. Rank held Loews as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.