Ruedi Wealth Management’s Loews L Stock Holding History

Ruedi 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
2024 Q3	–	Sell	-1	Closed	-$75	–	433
2024 Q2	$75	Buy	+1	New	+$76	﹤0.01%	483

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ruedi Wealth Management's L Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Loews (L) in Q3 2024, closing a stake of 1 share — an estimated $75 sold.

Ruedi Wealth Management first reported a position in L in Q2 2024 and held it in 1 quarter. The position peaked at $75 in Q2 2024. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Ruedi Wealth Management reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 1 Loews share in Q3 2024, an estimated $75.
Ruedi Wealth Management first reported a position in Loews in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Loews position peaked at $75 in Q2 2024.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.