Sugarloaf Wealth Management’s Loews L Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-123	Closed	-$7.79K	–	694
2023 Q3	$7.79K	Hold	123	–	–	﹤0.01%	491
2023 Q2	$7.3K	Hold	123	–	–	﹤0.01%	513
2023 Q1	$7.14K	Hold	123	–	–	﹤0.01%	512
2022 Q4	$7.17K	Hold	123	–	–	﹤0.01%	523
2022 Q3	$7K	Hold	123	–	–	﹤0.01%	569
2022 Q2	$7K	Hold	123	–	–	﹤0.01%	564
2022 Q1	$8K	Hold	123	–	–	﹤0.01%	510
2021 Q4	$7K	Hold	123	–	–	﹤0.01%	556
2021 Q3	$7K	Hold	123	–	–	﹤0.01%	561
2021 Q2	$7K	Hold	123	–	–	﹤0.01%	560
2021 Q1	$6K	Hold	123	–	–	﹤0.01%	572
2020 Q4	$6K	Hold	123	–	–	﹤0.01%	529
2020 Q3	$4K	Hold	123	–	–	﹤0.01%	544
2020 Q2	$4K	Hold	123	–	–	﹤0.01%	547
2020 Q1	$4K	Hold	123	–	–	﹤0.01%	541
2019 Q4	$6K	Buy	+123	New	+$6.21K	﹤0.01%	518

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

Sugarloaf Wealth Management's L Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Loews (L) in Q4 2023, closing a stake of 123 shares — an estimated $7.79K sold.

Sugarloaf Wealth Management first reported a position in L in Q4 2019 and held it in 16 quarters. The position peaked at $8K in Q1 2022. 575 funds tracked by Wall St. Rank hold L as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Loews position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 123 Loews shares in Q4 2023, an estimated $7.79K.
Sugarloaf Wealth Management first reported a position in Loews in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's Loews position peaked at $8K in Q1 2022.
575 funds tracked by Wall St. Rank held Loews as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.