Scharf Investments’s Loews L Stock Holding History

Scharf Investments’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
2013 Q4	–	Sell	-9,013	Closed	-$421K	–	38
2013 Q3	$421K	Hold	9,013	–	–	0.02%	36
2013 Q2	$400K	Buy	+9,013	New	+$404K	0.02%	39

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Scharf Investments's L Position: Q4 2013 in Review

Scharf Investments sold out of Loews (L) in Q4 2013, closing a stake of 9,013 shares — an estimated $421K sold.

Scharf Investments first reported a position in L in Q2 2013 and held it in 2 quarters. The position peaked at $421K in Q3 2013. 451 funds tracked by Wall St. Rank hold L as of Q4 2013.

Scharf Investments reported no remaining Loews position as of Q4 2013 after selling out during the quarter.
Scharf Investments sold 9,013 Loews shares in Q4 2013, an estimated $421K.
Scharf Investments first reported a position in Loews in Q2 2013 and held it in 2 quarters.
Scharf Investments's Loews position peaked at $421K in Q3 2013.
451 funds tracked by Wall St. Rank held Loews as of Q4 2013.

Based on Scharf Investments's 13F filing for Q4 2013, filed 12 Feb 2014.