The Family Firm’s Loews L Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-617	Closed	-$46.1K	–	566
2024 Q2	$46.1K	Buy	+617	New	+$46.8K	0.01%	416

Other funds holding L

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

The Family Firm's L Position: Q3 2024 in Review

The Family Firm sold out of Loews (L) in Q3 2024, closing a stake of 617 shares — an estimated $46.1K sold.

The Family Firm first reported a position in L in Q2 2024 and held it in 1 quarter. The position peaked at $46.1K in Q2 2024. 603 funds tracked by Wall St. Rank hold L as of Q3 2024.

The Family Firm reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 617 Loews shares in Q3 2024, an estimated $46.1K.
The Family Firm first reported a position in Loews in Q2 2024 and held it in 1 quarter.
The Family Firm's Loews position peaked at $46.1K in Q2 2024.
603 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.