Sierra Ocean’s Loews L Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-209	Closed	-$19.2K	–	536
2025 Q2	$19.2K	Sell	209 -99	-32%	-$8.69K	0.01%	339
2025 Q1	$28.3K	Buy	308 +274	+806%	+$23.4K	0.02%	247
2024 Q4	$2.88K	Buy	+34	New	+$2.8K	﹤0.01%	703

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sierra Ocean's L Position: Q3 2025 in Review

Sierra Ocean sold out of Loews (L) in Q3 2025, closing a stake of 209 shares — an estimated $19.2K sold.

Sierra Ocean first reported a position in L in Q4 2024 and held it in 3 quarters. The position peaked at $28.3K in Q1 2025. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

Sierra Ocean reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 209 Loews shares in Q3 2025, an estimated $19.2K.
Sierra Ocean first reported a position in Loews in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Loews position peaked at $28.3K in Q1 2025.
698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.