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Wilen Investment Management’s Loews L Stock Holding History

Wilen Investment Management’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
2022
Q3 		$105K Hold
2,100
– – 0.11% 59
2022
Q2 		$123K Hold
2,100
– – 0.11% 56
2022
Q1 		$134K Hold
2,100
– – 0.1% 59
2021
Q4 		$120K Sell
2,100
-100
-5% -$5.67K 0.09% 59
2021
Q3 		$118K Buy
+2,200
New +$120K 0.1% 61
2021
Q1 		– Sell
-2,400
Closed -$107K – 70
2020
Q4 		$107K Buy
+2,400
New +$96.5K 0.11% 63

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilen Investment Management's L Position: Q3 2022 in Review

Wilen Investment Management held its Loews (L) position steady in Q3 2022 at 2,100 shares worth $105K. The position accounts for 0.11% of the portfolio, ranked #59.

Wilen Investment Management first reported a position in L in Q4 2020 and has held it in 6 quarters since. The position peaked at $134K in Q1 2022. 509 funds tracked by Wall St. Rank hold L as of Q3 2022.

  • Wilen Investment Management held 2,100 shares of Loews worth $105K as of Q3 2022.
  • Wilen Investment Management left its Loews share count unchanged in Q3 2022.
  • Loews made up 0.11% of Wilen Investment Management's portfolio in Q3 2022, its #59 holding.
  • Wilen Investment Management first reported a position in Loews in Q4 2020 and has held it in 6 quarters since.
  • Wilen Investment Management's Loews position peaked at $134K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Loews as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.