SJS Investment Consulting’s Loews L Stock Holding History

SJS Investment Consulting’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 Q1	$29.2K	Hold	274	–	–	﹤0.01%	561
2025 Q4	$28.9K	Buy	274 +19	+7%	+$1.96K	﹤0.01%	527
2025 Q3	$25.6K	Buy	255 +229	+881%	+$21.6K	﹤0.01%	483
2025 Q2	$2.38K	Sell	26 -18	-41%	-$1.58K	﹤0.01%	517
2025 Q1	$4.04K	Hold	44	–	–	﹤0.01%	512
2024 Q4	$3.73K	Sell	44 -7	-14%	-$577	﹤0.01%	503
2024 Q3	$4.03K	Hold	51	–	–	﹤0.01%	535
2024 Q2	$3.81K	Hold	51	–	–	﹤0.01%	500
2024 Q1	$3.99K	Hold	51	–	–	﹤0.01%	514
2023 Q4	$3.55K	Buy	51 +4	+9%	+$266	﹤0.01%	471
2023 Q3	$2.98K	Buy	47 +3	+7%	+$187	﹤0.01%	483
2023 Q2	$2.61K	Sell	44 -3	-6%	-$174	﹤0.01%	505
2023 Q1	$2.73K	Buy	47 +6	+15%	+$356	﹤0.01%	512
2022 Q4	$2.39K	Buy	41 +18	+78%	+$1K	﹤0.01%	550
2022 Q3	$1K	Buy	+23	New	+$1.29K	﹤0.01%	787
2022 Q1	$0	Buy	+7	New	+$429	﹤0.01%	1051

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return