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O'Shaughnessy Asset Management’s Loews L Stock Holding History

O'Shaughnessy Asset 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 		$6.36M Buy
59,613
+7,911
+15% +$847K 0.03% 470
2025
Q4 		$5.44M Buy
51,702
+1,816
+4% +$188K 0.03% 492
2025
Q3 		$5.01M Buy
49,886
+487
+1% +$46K 0.03% 517
2025
Q2 		$4.53M Buy
49,399
+873
+2% +$76.6K 0.03% 500
2025
Q1 		$4.46M Buy
48,526
+2,231
+5% +$191K 0.04% 457
2024
Q4 		$3.92M Sell
46,295
-558
-1% -$46K 0.03% 470
2024
Q3 		$3.76M Sell
46,853
-2,049
-4% -$161K 0.03% 466
2024
Q2 		$3.65M Sell
48,902
-2,196
-4% -$166K 0.04% 436
2024
Q1 		$4M Sell
51,098
-623
-1% -$46.1K 0.04% 402
2023
Q4 		$3.6M Sell
51,721
-2,030
-4% -$135K 0.05% 379
2023
Q3 		$3.4M Buy
53,751
+5,049
+10% +$315K 0.05% 361
2023
Q2 		$2.89M Sell
48,702
-241,604
-83% -$14M 0.04% 375
2023
Q1 		$16.8M Sell
290,306
-226,444
-44% -$13.4M 0.26% 104
2022
Q4 		$30.1M Sell
516,750
-198,435
-28% -$11.1M 0.49% 47
2022
Q3 		$35.6M Sell
715,185
-39,305
-5% -$2.21M 0.67% 31
2022
Q2 		$44.7M Buy
754,490
+117,714
+18% +$7.41M 0.83% 25
2022
Q1 		$41.3M Buy
636,776
+261,760
+70% +$16M 0.69% 30
2021
Q4 		$21.7M Buy
375,016
+317,281
+550% +$18M 0.38% 75
2021
Q3 		$3.12M Buy
57,735
+29,650
+106% +$1.61M 0.06% 251
2021
Q2 		$1.53M Buy
28,085
+6,921
+33% +$387K 0.03% 382
2021
Q1 		$1.08M Sell
21,164
-3,626
-15% -$177K 0.02% 387
2020
Q4 		$1.12M Buy
24,790
+24,545
+10,018% +$987K 0.03% 326
2020
Q3 		$9K Buy
245
+165
+206% +$5.92K ﹤0.01% 1385
2020
Q2 		$3K Buy
+80
New +$2.7K ﹤0.01% 1442
2020
Q1 		– Sell
-80
Closed -$4K – 1562
2019
Q4 		$4K Buy
+80
New +$4.04K ﹤0.01% 1510

Other funds holding L

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

O'Shaughnessy Asset Management's L Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Loews (L) stake by 15% in Q1 2026, buying an estimated $847K and bringing the position to 59,613 shares worth $6.36M. The position accounts for 0.03% of the portfolio, ranked #470.

O'Shaughnessy Asset Management first reported a position in L in Q4 2019 and has held it in 25 quarters since. The position peaked at $44.7M in Q2 2022. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.

  • O'Shaughnessy Asset Management held 59,613 shares of Loews worth $6.36M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 7,911 Loews shares in Q1 2026, an estimated $847K.
  • Loews made up 0.03% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #470 holding.
  • O'Shaughnessy Asset Management first reported a position in Loews in Q4 2019 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Loews position peaked at $44.7M in Q2 2022.
  • 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.