TPI
L icon

Trust Point Inc’s Loews L Stock Holding History

Trust Point Inc’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
2025
Q1 		– Sell
-4,906
Closed -$415K – 512
2024
Q4 		$415K Buy
4,906
+507
+12% +$41.8K 0.03% 341
2024
Q3 		$348K Sell
4,399
-156
-3% -$12.2K 0.03% 353
2024
Q2 		$340K Sell
4,555
-525
-10% -$39.8K 0.03% 347
2024
Q1 		$398K Sell
5,080
-2,207
-30% -$163K 0.03% 334
2023
Q4 		$507K Buy
+7,287
New +$484K 0.04% 270

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trust Point Inc's L Position: Q1 2025 in Review

Trust Point Inc sold out of Loews (L) in Q1 2025, closing a stake of 4,906 shares — an estimated $415K sold.

Trust Point Inc first reported a position in L in Q4 2023 and held it in 5 quarters. The position peaked at $507K in Q4 2023. 639 funds tracked by Wall St. Rank hold L as of Q1 2025.

  • Trust Point Inc reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 4,906 Loews shares in Q1 2025, an estimated $415K.
  • Trust Point Inc first reported a position in Loews in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Loews position peaked at $507K in Q4 2023.
  • 639 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.