Unigestion Holding’s Loews L Stock Holding History

Unigestion Holding’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 Q4	–	Sell	-5,833	Closed	-$461K	–	164
2024 Q3	$461K	Sell	5,833 -5,902	-50%	-$463K	0.02%	143
2024 Q2	$817K	Sell	11,735 -2,774	-19%	-$210K	0.04%	110
2024 Q1	$1.14M	Buy	14,509 +2,774	+24%	+$205K	0.06%	105
2023 Q4	$817K	Buy	+11,735	New	+$780K	0.04%	110
2018 Q4	–	Sell	-53,840	Closed	-$2.7M	–	324
2018 Q3	$2.7M	Sell	53,840 -183,760	-77%	-$9.21M	0.06%	191
2018 Q2	$11.5M	Buy	+237,600	New	+$12M	0.23%	115

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Unigestion Holding's L Position: Q4 2024 in Review

Unigestion Holding sold out of Loews (L) in Q4 2024, closing a stake of 5,833 shares — an estimated $461K sold.

Unigestion Holding first reported a position in L in Q2 2018 and held it in 6 quarters. The position peaked at $11.5M in Q2 2018. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

Unigestion Holding reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
Unigestion Holding sold 5,833 Loews shares in Q4 2024, an estimated $461K.
Unigestion Holding first reported a position in Loews in Q2 2018 and held it in 6 quarters.
Unigestion Holding's Loews position peaked at $11.5M in Q2 2018.
632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Unigestion Holding's 13F filing for Q4 2024, filed 13 Feb 2025.