Sanders Morris Harris’s Loews L Stock Holding History

Sanders Morris Harris’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	–	Sell	-5,494	Closed	-$586K	–	183
2026 Q1	$586K	Buy	+5,494	New	+$588K	0.09%	169
2025 Q4	–	Sell	-5,494	Closed	-$552K	–	174
2025 Q3	$552K	Buy	+5,494	New	+$519K	0.07%	163
2025 Q2	–	Sell	-5,494	Closed	-$506K	–	236
2025 Q1	$506K	Hold	5,494	–	–	0.08%	156
2024 Q4	$465K	Hold	5,494	–	–	0.07%	170
2024 Q3	$434K	Hold	5,494	–	–	0.07%	173
2024 Q2	$411K	Hold	5,494	–	–	0.07%	180
2024 Q1	$430K	Buy	5,494 +494	+10%	+$36.5K	0.08%	172
2023 Q4	$355K	Sell	5,000 -494	-9%	-$32.8K	0.17%	135
2023 Q3	$342K	Hold	5,494	–	–	0.07%	183
2023 Q2	$328K	Buy	+5,494	New	+$318K	0.07%	184
2023 Q1	–	Sell	-5,494	Closed	-$320K	–	204
2022 Q4	$320K	Hold	5,494	–	–	0.12%	151
2022 Q3	$281K	Hold	5,494	–	–	0.07%	208
2022 Q2	$331K	Hold	5,494	–	–	0.07%	195
2022 Q1	$356K	Hold	5,494	–	–	0.07%	206
2021 Q4	$318K	Hold	5,494	–	–	0.06%	230
2021 Q3	$312K	Hold	5,494	–	–	0.06%	231
2021 Q2	$297K	Hold	5,494	–	–	0.06%	244
2021 Q1	$292K	Hold	5,494	–	–	0.06%	232
2020 Q4	$258K	Buy	+5,494	New	+$221K	0.06%	228

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

Sanders Morris Harris's L Position: Q2 2026 in Review

Sanders Morris Harris sold out of Loews (L) in Q2 2026, closing a stake of 5,494 shares — an estimated $586K sold.

Sanders Morris Harris first reported a position in L in Q4 2020 and held it in 19 quarters. The position peaked at $586K in Q1 2026. 780 funds tracked by Wall St. Rank hold L as of Q2 2026.

Sanders Morris Harris reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 5,494 Loews shares in Q2 2026, an estimated $586K.
Sanders Morris Harris first reported a position in Loews in Q4 2020 and held it in 19 quarters.
Sanders Morris Harris's Loews position peaked at $586K in Q1 2026.
780 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.