Synergy Investment Management’s Loews L Stock Holding History

Synergy Investment 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
2026 Q2	–	Sell	-5	Closed	-$534	–	1146
2026 Q1	$534	Buy	+5	New	+$535	﹤0.01%	832

Other funds holding L

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Synergy Investment Management's L Position: Q2 2026 in Review

Synergy Investment Management sold out of Loews (L) in Q2 2026, closing a stake of 5 shares — an estimated $534 sold.

Synergy Investment Management first reported a position in L in Q1 2026 and held it in 1 quarter. The position peaked at $534 in Q1 2026. 784 funds tracked by Wall St. Rank hold L as of Q2 2026.

Synergy Investment Management reported no remaining Loews position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 5 Loews shares in Q2 2026, an estimated $534.
Synergy Investment Management first reported a position in Loews in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Loews position peaked at $534 in Q1 2026.
784 funds tracked by Wall St. Rank held Loews as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.