Plante Moran Financial Advisors’s Loews L Stock Holding History

Plante Moran Financial 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
2023 Q1	–	Sell	-1	Closed	-$58	–	881
2022 Q4	$58	Buy	+1	New	+$56	﹤0.01%	841
2022 Q2	–	Sell	-43	Closed	-$3K	–	1023
2022 Q1	$3K	Sell	43 -110	-72%	-$6.74K	﹤0.01%	717
2021 Q4	$9K	Buy	153 +110	+256%	+$6.24K	﹤0.01%	700
2021 Q3	$2K	Buy	+43	New	+$2.34K	﹤0.01%	868
2016 Q3	–	Sell	-1,500	Closed	-$62K	–	964
2016 Q2	$62K	Hold	1,500	–	–	0.04%	254
2016 Q1	$57K	Hold	1,500	–	–	0.04%	244
2015 Q4	$58K	Hold	1,500	–	–	0.04%	252
2015 Q3	$54K	Hold	1,500	–	–	0.04%	248
2015 Q2	$58K	Sell	1,500 -92	-6%	-$3.74K	0.04%	269
2015 Q1	$65K	Hold	1,592	–	–	0.05%	241
2014 Q4	$67K	Hold	1,592	–	–	0.05%	233
2014 Q3	$66K	Sell	1,592 -5	-0.3%	-$215	0.06%	216
2014 Q2	$70K	Buy	1,597 +97	+6%	+$4.24K	0.06%	186
2014 Q1	$66K	Hold	1,500	–	–	0.07%	146
2013 Q4	$72K	Hold	1,500	–	–	0.04%	182
2013 Q3	$70K	Hold	1,500	–	–	0.04%	158
2013 Q2	$67K	Buy	+1,500	New	+$67.2K	0.05%	139

Other funds holding L

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

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