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Orion Portfolio Solutions’s Loews L Stock Holding History

Orion Portfolio Solutions’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
Q1 		$966K Sell
10,510
-11,185
-52% -$957K 0.01% 1102
2024
Q4 		$1.84M Buy
21,695
+3,078
+17% +$254K 0.02% 748
2024
Q3 		$1.47M Buy
18,617
+901
+5% +$70.7K 0.01% 844
2024
Q2 		$1.32M Sell
17,716
-583
-3% -$44.2K 0.01% 846
2024
Q1 		$1.43M Buy
18,299
+3,296
+22% +$244K 0.02% 816
2023
Q4 		$1.07M Sell
15,003
-397
-3% -$26.4K 0.01% 914
2023
Q3 		$975K Buy
15,400
+1,150
+8% +$71.7K 0.01% 939
2023
Q2 		$1.08M Sell
14,250
-7,286
-34% -$422K 0.01% 920
2023
Q1 		$1.25M Buy
21,536
+7,158
+50% +$424K 0.02% 788
2022
Q4 		$839K Buy
14,378
+1,392
+11% +$77.6K 0.03% 360
2022
Q3 		$647K Buy
12,986
+4,348
+50% +$244K 0.03% 342
2022
Q2 		$512K Buy
8,638
+2,563
+42% +$161K 0.02% 392
2022
Q1 		$394K Sell
6,075
-369
-6% -$22.6K 0.01% 493
2021
Q4 		$372K Buy
6,444
+711
+12% +$40.3K 0.01% 513
2021
Q3 		$309K Buy
+5,733
New +$311K 0.01% 519
2020
Q3 		– Sell
-60
Closed -$2K – 1319
2020
Q2 		$2K Sell
60
-50
-45% -$1.69K ﹤0.01% 1784
2020
Q1 		$4K Sell
110
-242
-69% -$11.4K ﹤0.01% 1378
2019
Q4 		$18K Buy
+352
New +$17.8K ﹤0.01% 805

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's L Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Loews (L) stake by 52% in Q1 2025, selling an estimated $957K and leaving 10,510 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1102.

Orion Portfolio Solutions first reported a position in L in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.84M in Q4 2024. 639 funds tracked by Wall St. Rank hold L as of Q1 2025.

  • Orion Portfolio Solutions held 10,510 shares of Loews worth $966K as of Q1 2025.
  • Orion Portfolio Solutions sold 11,185 Loews shares in Q1 2025, an estimated $957K.
  • Loews made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1102 holding.
  • Orion Portfolio Solutions first reported a position in Loews in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's Loews position peaked at $1.84M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.