Squar Milner Financial Services’s Loews L Stock Holding History

Squar Milner Financial Services’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
2020 Q1	–	Sell	-3,000	Closed	-$157K	–	827
2019 Q4	$157K	Buy	+3,000	New	+$151K	0.08%	244
2019 Q3	–	Sell	-3,775	Closed	-$206K	–	485
2019 Q2	$206K	Sell	3,775 -910	-19%	-$46.7K	0.14%	159
2019 Q1	$224K	Buy	4,685 +4,210	+886%	+$199K	0.17%	149
2018 Q4	$22K	Sell	475 -3,580	-88%	-$169K	0.02%	382
2018 Q3	$204K	Buy	4,055 +2,220	+121%	+$111K	0.18%	152
2018 Q2	$89K	Buy	+1,835	New	+$92.3K	0.08%	264

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's L Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Loews (L) in Q1 2020, closing a stake of 3,000 shares — an estimated $157K sold.

Squar Milner Financial Services first reported a position in L in Q2 2018 and held it in 6 quarters. The position peaked at $224K in Q1 2019. 421 funds tracked by Wall St. Rank hold L as of Q1 2020.

Squar Milner Financial Services reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,000 Loews shares in Q1 2020, an estimated $157K.
Squar Milner Financial Services first reported a position in Loews in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Loews position peaked at $224K in Q1 2019.
421 funds tracked by Wall St. Rank held Loews as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.