TrueWealth LLC’s Loews L Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-135	Closed	-$7K	–	759
2019 Q4	$7K	Hold	135	–	–	﹤0.01%	521
2019 Q3	$7K	Hold	135	–	–	﹤0.01%	509
2019 Q2	$7K	Hold	135	–	–	﹤0.01%	516
2019 Q1	$6K	Hold	135	–	–	﹤0.01%	542
2018 Q4	$6K	Sell	135 -174	-56%	-$8.2K	﹤0.01%	519
2018 Q3	$16K	Hold	309	–	–	0.01%	413
2018 Q2	$15K	Hold	309	–	–	0.01%	422
2018 Q1	$15K	Sell	309 -67	-18%	-$3.39K	0.01%	395
2017 Q4	$19K	Buy	+376	New	+$18.6K	0.01%	402

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's L Position: Q1 2020 in Review

TrueWealth LLC sold out of Loews (L) in Q1 2020, closing a stake of 135 shares — an estimated $7K sold.

TrueWealth LLC first reported a position in L in Q4 2017 and held it in 9 quarters. The position peaked at $19K in Q4 2017. 421 funds tracked by Wall St. Rank hold L as of Q1 2020.

TrueWealth LLC reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 135 Loews shares in Q1 2020, an estimated $7K.
TrueWealth LLC first reported a position in Loews in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's Loews position peaked at $19K in Q4 2017.
421 funds tracked by Wall St. Rank held Loews as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.