SteelPeak Wealth’s Loews L Stock Holding History

SteelPeak 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 Q1	–	Sell	-27,431	Closed	-$1.91M	–	511
2023 Q4	$1.91M	Buy	+27,431	New	+$1.82M	0.11%	150

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

SteelPeak Wealth's L Position: Q1 2024 in Review

SteelPeak Wealth sold out of Loews (L) in Q1 2024, closing a stake of 27,431 shares — an estimated $1.91M sold.

SteelPeak Wealth first reported a position in L in Q4 2023 and held it in 1 quarter. The position peaked at $1.91M in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

SteelPeak Wealth reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
SteelPeak Wealth sold 27,431 Loews shares in Q1 2024, an estimated $1.91M.
SteelPeak Wealth first reported a position in Loews in Q4 2023 and held it in 1 quarter.
SteelPeak Wealth's Loews position peaked at $1.91M in Q4 2023.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.