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Steward Financial Group’s Loews L Stock Holding History

Steward Financial Group’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
2023
Q3 		$10K Buy
+163
New +$10.2K ﹤0.01% 382
2022
Q3 		– Sell
-88
Closed -$5K – 744
2022
Q2 		$5K Buy
+88
New +$5.54K ﹤0.01% 333

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's L Position: Q3 2023 in Review

Steward Financial Group opened a new position in Loews (L) in Q3 2023: 163 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in L as recently as Q2 2022.

Steward Financial Group first reported a position in L in Q2 2022 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold L as of Q3 2023.

  • Steward Financial Group held 163 shares of Loews worth $10K as of Q3 2023.
  • Loews was a new Steward Financial Group position in Q3 2023.
  • Loews made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #382 holding.
  • Steward Financial Group first reported a position in Loews in Q2 2022 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Loews as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.