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Systematic Financial Management’s Loews L Stock Holding History

Systematic Financial 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
2018
Q3 		– Sell
-57,750
Closed -$2.79M – 666
2018
Q2 		$2.79M Sell
57,750
-179,582
-76% -$9.03M 0.07% 252
2018
Q1 		$11.8M Sell
237,332
-90,427
-28% -$4.57M 0.26% 144
2017
Q4 		$16.4M Buy
+327,759
New +$16.2M 0.33% 104

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Systematic Financial Management's L Position: Q3 2018 in Review

Systematic Financial Management sold out of Loews (L) in Q3 2018, closing a stake of 57,750 shares — an estimated $2.79M sold.

Systematic Financial Management first reported a position in L in Q4 2017 and held it in 3 quarters. The position peaked at $16.4M in Q4 2017. 503 funds tracked by Wall St. Rank hold L as of Q3 2018.

  • Systematic Financial Management reported no remaining Loews position as of Q3 2018 after selling out during the quarter.
  • Systematic Financial Management sold 57,750 Loews shares in Q3 2018, an estimated $2.79M.
  • Systematic Financial Management first reported a position in Loews in Q4 2017 and held it in 3 quarters.
  • Systematic Financial Management's Loews position peaked at $16.4M in Q4 2017.
  • 503 funds tracked by Wall St. Rank held Loews as of Q3 2018.

Based on Systematic Financial Management's 13F filing for Q3 2018, filed 6 Nov 2018.