Swan Capital’s Loews L Stock Holding History

Swan Capital’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
2025 Q3	–	Sell	-6	Closed	-$550	–	524
2025 Q2	$550	Buy	+6	New	+$527	﹤0.01%	410

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Swan Capital's L Position: Q3 2025 in Review

Swan Capital sold out of Loews (L) in Q3 2025, closing a stake of 6 shares — an estimated $550 sold.

Swan Capital first reported a position in L in Q2 2025 and held it in 1 quarter. The position peaked at $550 in Q2 2025. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

Swan Capital reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 6 Loews shares in Q3 2025, an estimated $550.
Swan Capital first reported a position in Loews in Q2 2025 and held it in 1 quarter.
Swan Capital's Loews position peaked at $550 in Q2 2025.
698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.