PO
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Private Ocean’s Loews L Stock Holding History

Private Ocean’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
Q2 		$374 Buy
+5
New +$379 ﹤0.01% 587
2018
Q1 		– Sell
-67
Closed -$2K – 466
2017
Q4 		$2K Buy
+67
New +$3.31K ﹤0.01% 363

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Private Ocean's L Position: Q2 2024 in Review

Private Ocean opened a new position in Loews (L) in Q2 2024: 5 shares worth $374. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Private Ocean previously reported a position in L as recently as Q4 2017.

Private Ocean first reported a position in L in Q4 2017 and has held it in 2 quarters since. The position peaked at $2K in Q4 2017. 596 funds tracked by Wall St. Rank hold L as of Q2 2024.

  • Private Ocean held 5 shares of Loews worth $374 as of Q2 2024.
  • Loews was a new Private Ocean position in Q2 2024.
  • Loews made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #587 holding.
  • Private Ocean first reported a position in Loews in Q4 2017 and has held it in 2 quarters since.
  • Private Ocean's Loews position peaked at $2K in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Loews as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.