Simplicity Wealth’s Loews L Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-2,900	Closed	-$217K	–	885
2024 Q2	$217K	Buy	2,900 +67	+2%	+$5.08K	﹤0.01%	1072
2024 Q1	$222K	Buy	+2,833	New	+$209K	0.01%	1023

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplicity Wealth's L Position: Q3 2024 in Review

Simplicity Wealth sold out of Loews (L) in Q3 2024, closing a stake of 2,900 shares — an estimated $217K sold.

Simplicity Wealth first reported a position in L in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Simplicity Wealth reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,900 Loews shares in Q3 2024, an estimated $217K.
Simplicity Wealth first reported a position in Loews in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Loews position peaked at $222K in Q1 2024.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.