Ovata Capital Management’s Loews L Stock Holding History

Ovata Capital 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
2020 Q3	–	Sell	-416	Closed	-$14K	–	128
2020 Q2	$14K	Buy	+416	New	+$14K	﹤0.01%	166

Other funds holding L

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ovata Capital Management's L Position: Q3 2020 in Review

Ovata Capital Management sold out of Loews (L) in Q3 2020, closing a stake of 416 shares — an estimated $14K sold.

Ovata Capital Management first reported a position in L in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 401 funds tracked by Wall St. Rank hold L as of Q3 2020.

Ovata Capital Management reported no remaining Loews position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 416 Loews shares in Q3 2020, an estimated $14K.
Ovata Capital Management first reported a position in Loews in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's Loews position peaked at $14K in Q2 2020.
401 funds tracked by Wall St. Rank held Loews as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.