Operose Advisors’s Loews L Stock Holding History

Operose Advisors’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
2024 Q4	–	Sell	-480	Closed	-$37.9K	–	544
2024 Q3	$37.9K	Hold	480	–	–	0.01%	309
2024 Q2	$35.9K	Hold	480	–	–	0.01%	275
2024 Q1	$37.6K	Hold	480	–	–	0.01%	278
2023 Q4	$33.4K	Hold	480	–	–	0.01%	274
2023 Q3	$30.4K	Buy	+480	New	+$29.9K	0.01%	402

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Operose Advisors's L Position: Q4 2024 in Review

Operose Advisors sold out of Loews (L) in Q4 2024, closing a stake of 480 shares — an estimated $37.9K sold.

Operose Advisors first reported a position in L in Q3 2023 and held it in 5 quarters. The position peaked at $37.9K in Q3 2024. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

Operose Advisors reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 480 Loews shares in Q4 2024, an estimated $37.9K.
Operose Advisors first reported a position in Loews in Q3 2023 and held it in 5 quarters.
Operose Advisors's Loews position peaked at $37.9K in Q3 2024.
632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.