Sagewood Asset Management’s Loews L Stock Holding History

Sagewood Asset 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 Q2	$759K	Sell	6,707 -378	-5%	-$41K	0.17%	103
2026 Q1	$756K	Buy	7,085 +505	+8%	+$54.1K	0.24%	79
2025 Q4	$693K	Buy	+6,580	New	+$679K	0.25%	73

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sagewood Asset Management's L Position: Q2 2026 in Review

Sagewood Asset Management reduced its Loews (L) stake by 5.3% in Q2 2026, selling an estimated $41K and leaving 6,707 shares worth $759K. The position accounts for 0.17% of the portfolio, ranked #103.

Sagewood Asset Management first reported a position in L in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold L as of Q2 2026.

Sagewood Asset Management held 6,707 shares of Loews worth $759K as of Q2 2026.
Sagewood Asset Management sold 378 Loews shares in Q2 2026, an estimated $41K.
Loews made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #103 holding.
Sagewood Asset Management first reported a position in Loews in Q4 2025 and has held it in 3 quarters since.
782 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.