NEOS Investment Management’s Loews L Stock Holding History

NEOS Investment 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	$2.56M	Buy	24,000 +7,829	+48%	+$838K	0.01%	458
2025 Q4	$1.7M	Buy	16,171 +2,489	+18%	+$257K	0.01%	492
2025 Q3	$1.37M	Buy	13,682 +4,563	+50%	+$431K	0.01%	477
2025 Q2	$836K	Buy	9,119 +1,789	+24%	+$157K	0.01%	486
2025 Q1	$674K	Buy	7,330 +1,254	+21%	+$107K	0.01%	487
2024 Q4	$515K	Buy	6,076 +1,238	+26%	+$102K	0.01%	504
2024 Q3	$382K	Buy	4,838 +812	+20%	+$63.7K	0.01%	523
2024 Q2	$301K	Buy	4,026 +996	+33%	+$75.5K	0.01%	517
2024 Q1	$237K	Buy	+3,030	New	+$224K	0.01%	530

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