Syverson Strege & Co’s Loews L Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-20	Closed	-$1.16K	–	370
2023 Q1	$1.16K	Buy	+20	New	+$1.19K	﹤0.01%	586
2021 Q4	–	Sell	-46	Closed	-$2K	–	403
2021 Q3	$2K	Buy	+46	New	+$2.5K	﹤0.01%	398

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Syverson Strege & Co's L Position: Q2 2023 in Review

Syverson Strege & Co sold out of Loews (L) in Q2 2023, closing a stake of 20 shares — an estimated $1.16K sold.

Syverson Strege & Co first reported a position in L in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 499 funds tracked by Wall St. Rank hold L as of Q2 2023.

Syverson Strege & Co reported no remaining Loews position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 20 Loews shares in Q2 2023, an estimated $1.16K.
Syverson Strege & Co first reported a position in Loews in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's Loews position peaked at $2K in Q3 2021.
499 funds tracked by Wall St. Rank held Loews as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.