RBA
L icon

Richard Bernstein Advisors’s Loews L Stock Holding History

Richard Bernstein 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
2026
Q1 		$2.6M Buy
+24,315
New +$2.6M 0.08% 57
2019
Q1 		– Sell
-49,459
Closed -$2.25M – 317
2018
Q4 		$2.25M Hold
49,459
– – 0.08% 237
2018
Q3 		$2.48M Hold
49,459
– – 0.07% 258
2018
Q2 		$2.39M Sell
49,459
-76,998
-61% -$3.87M 0.08% 237
2018
Q1 		$6.29M Hold
126,457
– – 0.22% 76
2017
Q4 		$6.33M Buy
126,457
+8,309
+7% +$411K 0.28% 74
2017
Q3 		$5.66M Hold
118,148
– – 0.39% 77
2017
Q2 		$5.53M Hold
118,148
– – 0.42% 70
2017
Q1 		$5.53M Hold
118,148
– – 0.43% 71
2016
Q4 		$5.53M Hold
118,148
– – 0.46% 64
2016
Q3 		$4.86M Buy
118,148
+58,449
+98% +$2.4M 0.46% 54
2016
Q2 		$2.45M Hold
59,699
– – 0.23% 168
2016
Q1 		$2.28M Buy
+59,699
New +$2.2M 0.23% 203
2014
Q2 		– Sell
-19,809
Closed -$873K – 260
2014
Q1 		$873K Hold
19,809
– – 0.12% 195
2013
Q4 		$956K Buy
19,809
+4,161
+27% +$199K 0.19% 181
2013
Q3 		$731K Hold
15,648
– – 0.22% 173
2013
Q2 		$695K Buy
+15,648
New +$701K 0.23% 161

Other funds holding L

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
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