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Point View Wealth Management’s Loews L Stock Holding History

Point View Wealth 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
Q4 		$280K Sell
6,218
-196
-3% -$7.88K 0.11% 212
2020
Q3 		$223K Buy
+6,414
New +$230K 0.11% 229
2020
Q1 		– Sell
-5,841
Closed -$307K – 265
2019
Q4 		$307K Hold
5,841
– – 0.13% 201
2019
Q3 		$301K Sell
5,841
-639
-10% -$33K 0.14% 198
2019
Q2 		$354K Sell
6,480
-74
-1% -$3.8K 0.15% 177
2019
Q1 		$314K Sell
6,554
-300
-4% -$14.2K 0.14% 185
2018
Q4 		$312K Hold
6,854
– – 0.16% 176
2018
Q3 		$344K Hold
6,854
– – 0.15% 176
2018
Q2 		$331K Sell
6,854
-244
-3% -$12.3K 0.15% 181
2018
Q1 		$353K Sell
7,098
-1,441
-17% -$72.9K 0.17% 171
2017
Q4 		$427K Sell
8,539
-478
-5% -$23.6K 0.2% 150
2017
Q3 		$432K Sell
9,017
-2,055
-19% -$97.8K 0.21% 153
2017
Q2 		$518K Hold
11,072
– – 0.26% 138
2017
Q1 		$518K Buy
11,072
+1,854
+20% +$86.7K 0.27% 133
2016
Q4 		$432K Sell
9,218
-1,501
-14% -$65.9K 0.25% 141
2016
Q3 		$441K Hold
10,719
– – 0.26% 133
2016
Q2 		$440K Buy
10,719
+42
+0.4% +$1.67K 0.27% 127
2016
Q1 		$409K Buy
10,677
+100
+0.9% +$3.68K 0.26% 124
2015
Q4 		$406K Sell
10,577
-91
-0.9% -$3.39K 0.29% 118
2015
Q3 		$386K Sell
10,668
-90
-0.8% -$3.37K 0.31% 110
2015
Q2 		$414K Buy
10,758
+49
+0.5% +$1.99K 0.32% 110
2015
Q1 		$437K Sell
10,709
-1,907
-15% -$77.3K 0.34% 107
2014
Q4 		$530K Sell
12,616
-1,214
-9% -$50.9K 0.39% 86
2014
Q3 		$576K Sell
13,830
-226
-2% -$9.73K 0.49% 73
2014
Q2 		$619K Sell
14,056
-69
-0.5% -$3.01K 0.54% 66
2014
Q1 		$622K Hold
14,125
– – 0.57% 64
2013
Q4 		$681K Buy
+14,125
New +$675K 0.65% 52

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Point View Wealth Management's L Position: Q4 2020 in Review

Point View Wealth Management reduced its Loews (L) stake by 3.1% in Q4 2020, selling an estimated $7.88K and leaving 6,218 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #212.

Point View Wealth Management first reported a position in L in Q4 2013 and has held it in 27 quarters since. The position peaked at $681K in Q4 2013. 445 funds tracked by Wall St. Rank hold L as of Q4 2020.

  • Point View Wealth Management held 6,218 shares of Loews worth $280K as of Q4 2020.
  • Point View Wealth Management sold 196 Loews shares in Q4 2020, an estimated $7.88K.
  • Loews made up 0.11% of Point View Wealth Management's portfolio in Q4 2020, its #212 holding.
  • Point View Wealth Management first reported a position in Loews in Q4 2013 and has held it in 27 quarters since.
  • Point View Wealth Management's Loews position peaked at $681K in Q4 2013.
  • 445 funds tracked by Wall St. Rank held Loews as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.