Prelude Capital Management’s Loews L Stock Holding History

Prelude 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
2026 Q1	–	Sell	-9,892	Closed	-$1.04M	–	1428
2025 Q4	$1.04M	Buy	9,892 +4,393	+80%	+$454K	0.08%	292
2025 Q3	$552K	Sell	5,499 -306	-5%	-$28.9K	0.04%	478
2025 Q2	$532K	Buy	+5,805	New	+$509K	0.05%	421
2025 Q1	–	Hold	0	–	–	–	1393
2021 Q3	–	Sell	-15,927	Closed	-$870K	–	1948
2021 Q2	$870K	Sell	15,927 -1,511	-9%	-$84.6K	0.05%	688
2021 Q1	$894K	Buy	+17,438	New	+$850K	0.06%	641
2018 Q3	–	Sell	-10,805	Closed	-$522K	–	1936
2018 Q2	$522K	Buy	+10,805	New	+$544K	0.04%	523
2017 Q4	–	Sell	-8,607	Closed	-$412K	–	1579
2017 Q3	$412K	Buy	+8,607	New	+$410K	0.04%	430
2016 Q4	–	Sell	-1,718	Closed	-$71K	–	1687
2016 Q3	$71K	Sell	1,718 -199	-10%	-$8.17K	0.01%	930
2016 Q2	$79K	Buy	+1,917	New	+$76K	0.01%	841
2015 Q2	–	Sell	-880	Closed	-$36K	–	1889
2015 Q1	$36K	Buy	+880	New	+$35.7K	0.01%	1558

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return