NewSquare Capital’s Loews L Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-368	Closed	-$33.7K	–	755
2025 Q2	$33.7K	Buy	368 +295	+404%	+$25.9K	﹤0.01%	354
2025 Q1	$6.71K	Buy	73 +33	+83%	+$2.82K	﹤0.01%	629
2024 Q4	$3.39K	Buy	+40	New	+$3.3K	﹤0.01%	427

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital's L Position: Q3 2025 in Review

NewSquare Capital sold out of Loews (L) in Q3 2025, closing a stake of 368 shares — an estimated $33.7K sold.

NewSquare Capital first reported a position in L in Q4 2024 and held it in 3 quarters. The position peaked at $33.7K in Q2 2025. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

NewSquare Capital reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 368 Loews shares in Q3 2025, an estimated $33.7K.
NewSquare Capital first reported a position in Loews in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Loews position peaked at $33.7K in Q2 2025.
698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.