Sculati Wealth Management’s Loews L Stock Holding History

Sculati 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
2023 Q2	–	Sell	-11,180	Closed	-$649K	–	111
2023 Q1	$649K	Hold	11,180	–	–	0.34%	70
2022 Q4	$652K	Hold	11,180	–	–	0.37%	73
2022 Q3	$557K	Sell	11,180 -375	-3%	-$21K	0.33%	77
2022 Q2	$685K	Hold	11,555	–	–	0.39%	74
2022 Q1	$749K	Sell	11,555 -660	-5%	-$40.5K	0.37%	73
2021 Q4	$706K	Sell	12,215 -342	-3%	-$19.4K	0.34%	78
2021 Q3	$677K	Sell	12,557 -335	-3%	-$18.2K	0.36%	78
2021 Q2	$705K	Sell	12,892 -410	-3%	-$23K	0.37%	76
2021 Q1	$682K	Sell	13,302 -1,083	-8%	-$52.8K	0.39%	72
2020 Q4	$648K	Sell	14,385 -65	-0.4%	-$2.61K	0.43%	57
2020 Q3	$502K	Buy	14,450 +1,925	+15%	+$69.1K	0.38%	61
2020 Q2	$429K	Hold	12,525	–	–	0.36%	64
2020 Q1	$436K	Buy	12,525 +2,605	+26%	+$123K	0.48%	55
2019 Q4	$521K	Buy	+9,920	New	+$500K	0.47%	59

Other funds holding L

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sculati Wealth Management's L Position: Q2 2023 in Review

Sculati Wealth Management sold out of Loews (L) in Q2 2023, closing a stake of 11,180 shares — an estimated $649K sold.

Sculati Wealth Management first reported a position in L in Q4 2019 and held it in 14 quarters. The position peaked at $749K in Q1 2022. 499 funds tracked by Wall St. Rank hold L as of Q2 2023.

Sculati Wealth Management reported no remaining Loews position as of Q2 2023 after selling out during the quarter.
Sculati Wealth Management sold 11,180 Loews shares in Q2 2023, an estimated $649K.
Sculati Wealth Management first reported a position in Loews in Q4 2019 and held it in 14 quarters.
Sculati Wealth Management's Loews position peaked at $749K in Q1 2022.
499 funds tracked by Wall St. Rank held Loews as of Q2 2023.

Based on Sculati Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.