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Next Financial Group’s Loews L Stock Holding History

Next Financial Group’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
2021
Q4 		$1.45M Buy
25,066
+14,009
+127% +$795K 0.1% 238
2021
Q3 		$596K Buy
11,057
+139
+1% +$7.55K 0.05% 400
2021
Q2 		$597K Buy
10,918
+803
+8% +$45K 0.05% 395
2021
Q1 		$519K Sell
10,115
-178
-2% -$8.67K 0.05% 405
2020
Q4 		$463K Buy
10,293
+405
+4% +$16.3K 0.04% 395
2020
Q3 		$344K Buy
9,888
+26
+0.3% +$933 0.04% 456
2020
Q2 		$338K Sell
9,862
-146
-1% -$4.92K 0.04% 384
2020
Q1 		$349K Buy
10,008
+148
+2% +$6.98K 0.05% 358
2019
Q4 		$518K Buy
9,860
+423
+4% +$21.3K 0.05% 361
2019
Q3 		$486K Buy
9,437
+2,496
+36% +$129K 0.05% 367
2019
Q2 		$379K Sell
6,941
-46
-0.7% -$2.36K 0.04% 424
2019
Q1 		$335K Buy
+6,987
New +$330K 0.08% 229
2014
Q4 		– Sell
-300
Closed -$12K – 2138
2014
Q3 		$12K Buy
+300
New +$12.9K ﹤0.01% 1673

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's L Position: Q4 2021 in Review

Next Financial Group increased its Loews (L) stake by 127% in Q4 2021, buying an estimated $795K and bringing the position to 25,066 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #238.

Next Financial Group first reported a position in L in Q3 2014 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold L as of Q4 2021.

  • Next Financial Group held 25,066 shares of Loews worth $1.45M as of Q4 2021.
  • Next Financial Group bought 14,009 Loews shares in Q4 2021, an estimated $795K.
  • Loews made up 0.1% of Next Financial Group's portfolio in Q4 2021, its #238 holding.
  • Next Financial Group first reported a position in Loews in Q3 2014 and has held it in 13 quarters since.
  • 488 funds tracked by Wall St. Rank held Loews as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.