Prism Advisors’s Loews L Stock Holding History

Prism 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
2024 Q4	–	Sell	-4,127	Closed	-$326K	–	66
2024 Q3	$326K	Hold	4,127	–	–	0.09%	58
2024 Q2	$308K	Buy	+4,127	New	+$313K	0.09%	57

Other funds holding L

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

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

JP Morgan Chase New York $1.56T 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Prism Advisors's L Position: Q4 2024 in Review

Prism Advisors sold out of Loews (L) in Q4 2024, closing a stake of 4,127 shares — an estimated $326K sold.

Prism Advisors first reported a position in L in Q2 2024 and held it in 2 quarters. The position peaked at $326K in Q3 2024. 631 funds tracked by Wall St. Rank hold L as of Q4 2024.

Prism Advisors reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
Prism Advisors sold 4,127 Loews shares in Q4 2024, an estimated $326K.
Prism Advisors first reported a position in Loews in Q2 2024 and held it in 2 quarters.
Prism Advisors's Loews position peaked at $326K in Q3 2024.
631 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Prism Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.